Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 02-05-2024 | 12-31-2023 | 2081 | 2,101,308,682,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS INCORPORATED COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -821 | -1.95 | 12-31-2023 |
| UNITED RENTALS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -426 | -1.34 | 12-31-2023 |
| INTUIT COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 828 | 3.15 | 12-31-2023 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 4 | $12,087,000 | 191,281 | 3.35 | 0.00 | -193,059 | -50.23 | 12-31-2023 |
