Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER BRIDGE ADVISORS | 04-29-2024 | 03-31-2024 | 198 | 982,510,648 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CIGNA CORP NEW COM | COMMON | 251 | $1,011,847 | 2,786 | 0.00 | 0.00 | -63 | -2.21 | 03-31-2024 |
| UNILEVER PLC ADR | COMMON | 252 | $995,017 | 19,825 | 0.00 | 0.00 | -1,793 | -8.29 | 03-31-2024 |
| VANGUARD TAX-MANAGED | MUTUAL | Liquidated | $0 | 0 | 0.00 | 4,409 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS MD | MUTUAL | 254 | $951,407 | 3,074 | 0.00 | 0.00 | 2,120 | 222.22 | 03-31-2024 |
