Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 263 | 2,072,021,046 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | IBONDS DEC2026 | 51 | $12,607,373 | 528,611 | 0.00 | 0.00 | 111,374 | 26.69 | 03-31-2024 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 52 | $11,457,966 | 23,836 | 0.00 | 0.00 | 4,308 | 22.06 | 03-31-2024 |
BERKSHIRE HATHAWAY INC DEL | CL A | 53 | $11,419,920 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENERAL ELECTRIC CO | COM NEW | 54 | $11,415,419 | 65,034 | 0.00 | 0.00 | -117 | -0.18 | 03-31-2024 |