Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH & FORBES LLC | 02-06-2024 | 12-31-2023 | 366 | 6,620,253,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | HEALTH CAR ETF | 301 | $521,456 | 2,080 | 0.00 | 0.00 | 80 | 4.00 | 12-31-2023 |
| DEXCOM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 48 | 1.20 | 12-31-2023 |
| WALGREENS BOOTS ALLIANCE INC | COM | 303 | $519,304 | 19,889 | 0.00 | 0.00 | -676 | -3.29 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 304 | $516,913 | 6,883 | 0.00 | 0.00 | -2,320 | -25.21 | 12-31-2023 |
