Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 04-29-2024 | 03-31-2024 | 86 | 293,775,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 51 | $3,519,369 | 97,284 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 52 | $3,423,379 | 123,365 | 0.00 | 0.00 | 217 | 0.18 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 53 | $3,370,742 | 25,784 | 0.00 | 0.00 | -1,488 | -5.46 | 03-31-2024 |
| SPDR SER TR | S&P BIOTECH | 54 | $3,173,122 | 33,440 | 0.00 | 0.00 | -75 | -0.22 | 03-31-2024 |
