Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO OF SOUTH DAKOTA | 04-16-2024 | 03-31-2024 | 50 | 64,743,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | 51 | $299,414 | 1,210 | 0.00 | 0.00 | 47 | 4.04 | 03-31-2024 |
| STARBUCKS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR GOLD TR | ETF | 53 | $274,636 | 1,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | ETF | 54 | $269,849 | 1,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
