Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFIED TRUST CO | 04-17-2024 | 03-31-2024 | 1011 | 3,317,795,457 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 451 | $793,840 | 18,919 | 0.00 | 0.00 | -31,640 | -62.58 | 03-31-2024 |
| KKR & CO INC | COM | 452 | $792,067 | 7,875 | 0.00 | 0.00 | -35 | -0.44 | 03-31-2024 |
| UTZ BRANDS INC | COM CL A | 453 | $791,905 | 42,945 | 0.00 | 0.00 | 4,490 | 11.68 | 03-31-2024 |
| IRON MTN INC DEL | COM | 454 | $790,468 | 9,855 | 0.00 | 9,855 | +Inf | 03-31-2024 |
