Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 04-12-2024 | 03-31-2024 | 767 | 1,327,617,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE MTG TR INC | COM CL A | 501 | $39,820 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | 25YR+ ZERO U S | 502 | $39,625 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | CORE MSCI EMKT | 503 | $39,422 | 764 | 0.00 | 0.00 | -341 | -30.86 | 03-31-2024 |
| PIMCO DYNAMIC INCOME FD | SHS | 504 | $38,580 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 |
