Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOMPKINS FINANCIAL CORP | 04-08-2024 | 03-31-2024 | 840 | 884,260,910 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST | ISHARES NEW | 601 | $61,041 | 1,453 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares ETFs/USA | U.S. UTILITS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JUNIPER NETWORKS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MOODYS CORP | COM | 604 | $58,955 | 150 | 0.00 | 0.00 | 100 | 200.00 | 03-31-2024 |
