Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 263 | 2,072,021,046 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 301 | $247,418 | 859 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CVS HEALTH CORP | COM | 302 | $245,502 | 3,078 | 0.00 | 0.00 | -18,731 | -85.89 | 03-31-2024 |
| OTIS WORLDWIDE CORP | COM | 303 | $245,098 | 2,469 | 0.00 | 0.00 | -67 | -2.64 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
