Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CHOATE INVESTMENT ADVISORS | 10-30-2023 | 09-30-2023 | 431 | 2,550,586,278 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PFIZER INC | COM | 51 | $5,430,625 | 163,721 | 0.00 | 0.00 | 22,816 | 16.19 | 09-30-2023 |
WALMART INC | COM | 52 | $5,326,149 | 33,303 | 0.00 | 0.00 | 3,243 | 10.79 | 09-30-2023 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 53 | $4,854,557 | 12,362 | 0.00 | 0.00 | 7,458 | 152.08 | 09-30-2023 |
AMGEN INC | COM | 54 | $4,838,755 | 18,004 | 0.00 | 0.00 | 403 | 2.29 | 09-30-2023 |