Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 351 | $49,757,465 | 85,611 | 0.00 | 0.00 | 1,347 | 1.60 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | COM | 352 | $45,186,759 | 85,131 | 0.00 | 0.00 | 1,591 | 1.90 | 12-31-2023 |
COVEA FINANCE | COM | 353 | $49,293,001 | 84,811 | 0.00 | 0.00 | 15,700 | 22.72 | 03-31-2024 |
NEVILLE RODIE & SHAW INC | COM | 354 | $49,291,000 | 84,807 | 3.76 | 3.81 | 317 | 0.38 | 03-31-2024 |