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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $1,028,536 | 16,159 | 0.00 | 0.00 | -125 | -0.77 | 06-30-2024 |
| ISHARES TR | MSCI USA QLT FCT | 52 | $1,024,348 | 5,999 | 0.00 | 0.00 | 170 | 2.92 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 53 | $994,606 | 5,423 | 0.00 | 0.00 | -146 | -2.62 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 54 | $981,983 | 6,719 | 0.00 | 0.00 | -801 | -10.65 | 06-30-2024 |
