Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| &PARTNERS | 04-10-2024 | 03-31-2024 | 491 | 725,828,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 51 | $2,855,216 | 11,731 | 0.00 | 11,731 | +Inf | 03-31-2024 | |
| COSTCO WHSL CORP NEW | COM | 52 | $2,796,300 | 3,803 | 0.00 | 0.00 | 3,028 | 390.71 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 53 | $2,794,673 | 12,274 | 0.00 | 0.00 | 1,612 | 15.12 | 03-31-2024 |
| ABBVIE INC | COM | 54 | $2,692,911 | 14,788 | 0.00 | 0.00 | 9,101 | 160.03 | 03-31-2024 |
