Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHOATE INVESTMENT ADVISORS | 10-30-2023 | 09-30-2023 | 431 | 2,550,586,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US LARGECAP DIVD | 351 | $289,618 | 4,710 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KEURIG DR PEPPER INC | COM | 352 | $288,739 | 9,146 | 0.00 | 0.00 | 130 | 1.44 | 09-30-2023 |
| US BANCORP DEL | COM NEW | 353 | $284,018 | 8,591 | 0.00 | 0.00 | 461 | 5.67 | 09-30-2023 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 354 | $282,240 | 9,600 | 0.00 | 9,600 | +Inf | 09-30-2023 |
