Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP ADVISORY GROUP LLC | 04-17-2024 | 03-31-2024 | 141 | 691,298,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INC | CL A | 51 | $1,228,638 | 2,551 | 0.00 | 0.00 | -13 | -0.51 | 03-31-2024 |
| TESLA INC | COM | 52 | $1,194,493 | 6,795 | 0.00 | 0.00 | -30 | -0.44 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 53 | $1,183,120 | 7,265 | 0.00 | 0.00 | 909 | 14.30 | 03-31-2024 |
| ACI WORLDWIDE, INC. | COM | Liquidated | $0 | 0 | 0.00 | 50,293 | +Inf | 12-31-2023 |
