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 |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC COM | Stock | 401 | $242,386 | 4,169 | 0.00 | 0.00 | -871 | -17.28 | 12-31-2023 |
| TENABLE HLDGS INC COM | Stock | 402 | $241,769 | 5,249 | 0.00 | 0.00 | -1,000 | -16.00 | 12-31-2023 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 403 | $240,141 | 2,309 | 0.00 | 0.00 | -320 | -12.17 | 12-31-2023 |
| CIMPRESS PLC SHS EURO | Stock | 404 | $239,670 | 2,994 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
