Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURT PLACE ADVISORS LLC | 04-26-2024 | 03-31-2024 | 154 | 310,014,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Intuitive Surgical | COM NEW | 51 | $2,033,364 | 5,095 | 0.00 | 0.00 | -755 | -12.91 | 03-31-2024 |
| BIOGEN INC | COM | 52 | $1,981,144 | 9,188 | 0.00 | 0.00 | -1,285 | -12.27 | 03-31-2024 |
| APPLIED MATERIALS INC | COM | 53 | $1,814,412 | 8,798 | 0.00 | 0.00 | -2,700 | -23.48 | 03-31-2024 |
| SPDR FINANCIAL ETF | COM | 54 | $1,813,863 | 43,064 | 0.00 | 0.00 | -1,494 | -3.35 | 03-31-2024 |
