Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOLLARD GROUP LLC | 05-12-2023 | 03-31-2023 | 292 | 2,768,266,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Stanley Black & Decker Inc | COM | 351 | $52,000 | 648 | 0.00 | 0.00 | -281 | -30.25 | 03-31-2023 |
| Vanguard Tax Mgd FTSE Dev Mkt | ETF | 352 | $51,000 | 1,128 | 0.00 | 0.00 | 17 | 1.53 | 03-31-2023 |
| Unilever PLC Sp ADR | ADR | 353 | $49,000 | 946 | 0.00 | 0.00 | -818 | -46.37 | 03-31-2023 |
| Waste Management Inc | COM | 354 | $47,000 | 286 | 0.00 | 0.00 | 2 | 0.70 | 03-31-2023 |
