Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04-23-2024 | 03-31-2024 | 666 | 10,061,656,920 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EATON CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -279 | -39.46 | 03-31-2024 |
OMNICOM GROUP INC | COMMON STOCK | 402 | $105,210 | 1,122 | 0.00 | 0.00 | 67 | 6.35 | 03-31-2024 |
WYNDHAM | COMMON STOCK | 403 | $104,865 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPDR | EQUITY MUTUAL F | Liquidated | $0 | 0 | 0.00 | 825 | +Inf | 12-31-2023 |