Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HM PAYSON & CO | 11-06-2023 | 09-30-2023 | 1314 | 4,265,892,423 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR NASDAQ 100 TECH IND | SHS | 901 | $20,338 | 140 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ISHARES TR | EXPANDED TECH | 902 | $20,135 | 59 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ACTIVISION BLIZZARD INC | COM | 903 | $20,131 | 215 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SPDR SER TR | PRTFLO S&P500 GW | 904 | $19,919 | 336 | 0.00 | 336 | +Inf | 09-30-2023 |