Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEANS INVESTMENT CO INC | 04-17-2024 | 03-31-2024 | 197 | 773,071,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 51 | $2,555,248 | 27,189 | 0.00 | 0.00 | -5,973 | -18.01 | 03-31-2024 |
| ELI LILLY & CO | COM | 52 | $2,552,965 | 3,282 | 0.00 | 0.00 | -3 | -0.09 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $2,435,537 | 4,656 | 0.00 | 0.00 | -396 | -7.84 | 03-31-2024 |
| TJX COS INC NEW | COM | 54 | $2,430,000 | 23,960 | 0.00 | 0.00 | 72 | 0.30 | 03-31-2024 |
