Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GREENLEAF TRUST | 04-29-2024 | 03-31-2024 | 776 | 10,760,567,847 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Affiliated Managers Group Inc | COM | 701 | $298,264 | 1,781 | 0.00 | 0.00 | -41 | -2.25 | 03-31-2024 |
Stellantis NV | SHS | 702 | $298,027 | 10,531 | 0.00 | 0.00 | 14 | 0.13 | 03-31-2024 |
Waters Corp | COM | 703 | $297,415 | 864 | 0.00 | 0.00 | 44 | 5.37 | 03-31-2024 |
SPDR S&P 500 Growth ETF | PRTFLO S&P500 GW | 704 | $296,916 | 4,059 | 0.00 | 0.00 | 50 | 1.25 | 03-31-2024 |