Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTHROP CAPITAL MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 164 | 217,035,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,317,000 | 5,069 | 0.61 | 0.00 | 261 | 5.43 | 03-31-2024 |
| Schwab Emerging Markets Equity ETF | EMRG MKTEQ ETF | Liquidated | $0 | 0 | 0.00 | 52,437 | +Inf | 03-31-2024 | |
| SPDR S&P Bank ETF | S&P | Liquidated | $0 | 0 | 0.00 | 27,594 | +Inf | 03-31-2024 | |
| ORACLE CORP | COM | 54 | $1,268,000 | 10,091 | 0.58 | 0.00 | -306 | -2.94 | 03-31-2024 |
