Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 04-23-2024 | 03-31-2024 | 666 | 10,061,656,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES | BOND MUTUAL FUN | Liquidated | $0 | 0 | 0.00 | 214 | +Inf | 12-31-2023 | |
| ISHARES | EQUITY MUTUAL F | 652 | $18,084 | 273 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES | EQUITY MUTUAL F | 653 | $18,063 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO | EQUITY MUTUAL F | 654 | $17,836 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
