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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 551 | $32,011 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUTHERN COPPER CORP | COM | 552 | $31,956 | 300 | 0.00 | 0.00 | -440 | -59.46 | 03-31-2024 |
| ICON PLC | SHS | 553 | $31,915 | 95 | 0.00 | 0.00 | 3 | 3.26 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 554 | $31,831 | 325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
