Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TOMPKINS FINANCIAL CORP | 04-08-2024 | 03-31-2024 | 840 | 884,260,910 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Procter & Gamble Co/The | COM | 51 | $8,321,640 | 51,289 | 0.00 | 0.00 | -864 | -1.66 | 03-31-2024 |
DUKE ENERGY CORP | COM NEW | 52 | $8,203,812 | 84,829 | 0.00 | 0.00 | 1,033 | 1.23 | 03-31-2024 |
UTD PARCEL SERV | CL B | 53 | $8,064,664 | 54,260 | 0.00 | 0.00 | 2,838 | 5.52 | 03-31-2024 |
Intuitive Surgical Inc | COM NEW | 54 | $7,757,910 | 19,439 | 0.00 | 0.00 | 531 | 2.81 | 03-31-2024 |