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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BIO TECHNE CORP | COMMON STOCK | 901 | $5,024 | 80 | 0.00 | 80 | +Inf | 03-31-2024 | |
ZIONS BANCORP | COMMON STOCK | 902 | $4,958 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEST BUY INC | COMMON STOCK | 903 | $4,958 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
INVESCO | BOND MUTUAL FUN | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,511 | -95.27 | 12-31-2023 |