Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MANCHESTER CAPITAL MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 1003 | 746,133,834 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 301 | $259,387 | 6,430 | 0.00 | 0.00 | 180 | 2.88 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 302 | $254,671 | 6,525 | 0.00 | 0.00 | -300 | -4.40 | 12-31-2023 |
| KROGER CO | COM | 303 | $251,223 | 5,496 | 0.00 | 0.00 | 34 | 0.62 | 12-31-2023 |
| KKR & CO INC | COM | 304 | $248,634 | 3,001 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
