Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COSTON MCISAAC & PARTNERS | 04-17-2024 | 03-31-2024 | 905 | 311,746,694,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH I | EQUITY FUNDS | 501 | $15,000 | 222 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLS FARGO & CO | COMMON STOCK | 502 | $15,000 | 259 | 0.00 | 0.00 | 1 | 0.39 | 03-31-2024 |
| PACKAGING CORP OF AM | COMMON STOCK | 503 | $15,000 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISCOVER FINL S | COMMON STOCK | 504 | $15,000 | 116 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
