Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 04-12-2024 | 03-31-2024 | 767 | 1,327,617,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 451 | $54,117 | 700 | 0.00 | 0.00 | -278 | -28.43 | 03-31-2024 |
| MASTERBRAND INC | COMMON STOCK | 452 | $53,878 | 2,875 | 0.00 | 0.00 | -2,500 | -46.51 | 03-31-2024 |
| QUEST DIAGNOSTICS INC | COM | 453 | $53,244 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 454 | $52,434 | 1,288 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
