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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COM | 451 | $160,038 | 16,231 | 0.00 | 0.00 | 281 | 1.76 | 09-30-2023 |
| LENNAR CORP | CL A | 452 | $156,449 | 1,394 | 0.00 | 1,394 | +Inf | 09-30-2023 | |
| INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 453 | $146,822 | 19,814 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 454 | $145,724 | 2,506 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
