Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | 01-29-2024 | 12-31-2023 | 490 | 4,291,892,747 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN IMPERIAL BK COMM TORO COM | Stock | 351 | $327,641 | 6,806 | 0.00 | 0.00 | 20 | 0.29 | 12-31-2023 |
| UTILITIES SELECT SECTOR SPDR FUND | ETF | 352 | $326,403 | 5,154 | 0.00 | 0.00 | -1,899 | -26.92 | 12-31-2023 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 353 | $320,651 | 1,256 | 0.00 | 0.00 | -1 | -0.08 | 12-31-2023 |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 3,137 | +Inf | 12-31-2023 |
