Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL TRUST CO / SC | 02-13-2024 | 12-31-2023 | 970 | 479,931,232 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $25,927,312 | 134,666 | 0.01 | 0.01 | 6,069 | 4.72 | 12-31-2023 |
| MICROSOFT CORP COM | Stock | 2 | $20,322,158 | 54,043 | 0.00 | 0.00 | 3,441 | 6.80 | 12-31-2023 |
| LILLY ELI & CO COM | Stock | 3 | $10,788,325 | 18,507 | 0.00 | 0.00 | 966 | 5.51 | 12-31-2023 |
| ISHARES CORE S&P 500 ETF | ETF | 4 | $10,263,390 | 21,488 | 0.00 | 0.00 | 1,306 | 6.47 | 12-31-2023 |
