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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE U.S. REIT ETF | ETF | 451 | $81,180 | 1,476 | 0.00 | 0.00 | 794 | 116.42 | 12-31-2023 |
| DOLLAR TREE INC COM | Stock | 452 | $80,400 | 566 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 453 | $80,216 | 1,240 | 0.00 | 0.00 | -21 | -1.67 | 12-31-2023 |
| DOVER CORP COM | Stock | 454 | $79,981 | 520 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
