Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTEN GROUP INC | 04-17-2024 | 03-31-2024 | 239 | 406,360,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 251 | $290,502 | 1,655 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ASIA 50 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 290 | 5.92 | 12-31-2023 |
| INTERNATIONAL PAPER CO | COM | 253 | $286,777 | 7,349 | 0.00 | 0.00 | 1,204 | 19.59 | 03-31-2024 |
| ISHARES TR | GNMA BOND ETF | 254 | $283,901 | 6,543 | 0.00 | 0.00 | 760 | 13.14 | 03-31-2024 |
