Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | 10-03-2023 | 09-30-2023 | 289 | 1,125,107,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LEGRAND SA | CS | 301 | $259,000 | 2,813 | 0.02 | 2,813 | +Inf | 09-30-2023 | |
| NOVARTIS AG | CS | 302 | $258,000 | 2,532 | 0.02 | 0.03 | -506 | -16.66 | 09-30-2023 |
| ISHARES CORE S&P U.S. VALUE ET | ETF | 303 | $257,000 | 3,447 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2023 |
| ISHARES 1-3 YEAR TREASURY BOND | ETF | 304 | $257,000 | 3,177 | 0.02 | 0.02 | -106 | -3.23 | 09-30-2023 |
