Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $4,352,225 | 27,591 | 0.00 | 0.00 | -339 | -1.21 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 52 | $4,345,278 | 150,252 | 0.00 | 0.00 | -1,508,931 | -90.94 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $4,048,664 | 20,213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $3,623,998 | 7,539 | 0.00 | 0.00 | -312 | -3.97 | 03-31-2024 |
