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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 51 | $10,505,339 | 36,949 | 0.00 | 0.00 | -746 | -1.98 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 52 | $10,374,111 | 89,247 | 0.00 | 0.00 | -1,797 | -1.97 | 03-31-2024 |
| LOWES COS INC | COM | 53 | $10,353,245 | 40,644 | 0.00 | 0.00 | 2,050 | 5.31 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 54 | $9,842,109 | 163,219 | 0.00 | 0.00 | -241 | -0.15 | 03-31-2024 |
