Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 04-09-2024 | 03-31-2024 | 331 | 1,309,908,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES NASDQ BIOTECH INDEX FN | COM | 51 | $6,465,000 | 47,113 | 0.49 | 0.52 | -526 | -1.10 | 03-31-2024 |
| VANGUARD INFO TECH ETF | COM | 52 | $6,074,000 | 11,584 | 0.46 | 0.42 | 215 | 1.89 | 03-31-2024 |
| INV S&P500 EQ WGHT TECH ETF | COM | 53 | $5,906,000 | 167,827 | 0.45 | 0.31 | 46,117 | 37.89 | 03-31-2024 |
| ABBOTT LABS | COM | 54 | $5,718,000 | 50,305 | 0.44 | 0.47 | -3,915 | -7.22 | 03-31-2024 |
