Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT INC | 08-05-2024 | 06-30-2024 | 149 | 1,133,888,786 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 151 | $249,842 | 317 | 0.00 | 0.00 | -7 | -2.16 | 06-30-2024 |
| QUALCOMM INC | COM | 152 | $239,439 | 1,202 | 0.00 | 0.00 | -185 | -13.34 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 153 | $237,012 | 993 | 0.00 | 0.00 | 4 | 0.40 | 06-30-2024 |
| PFIZER INC | COM | 154 | $236,289 | 8,445 | 0.00 | 0.00 | -195 | -2.26 | 06-30-2024 |
