Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | 01-29-2024 | 12-31-2023 | 490 | 4,291,892,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTEC INC COM | Stock | 301 | $426,152 | 5,628 | 0.00 | 0.00 | -293 | -4.95 | 12-31-2023 |
| M & T BK CORP COM | Stock | 302 | $425,693 | 3,105 | 0.00 | 0.00 | 3 | 0.10 | 12-31-2023 |
| INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | ETF | 303 | $421,562 | 8,200 | 0.00 | 8,200 | +Inf | 12-31-2023 | |
| CONSOLIDATED EDISON INC COM | Stock | 304 | $417,776 | 4,592 | 0.00 | 0.00 | 1,533 | 50.11 | 12-31-2023 |
