Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF SOUTH MIAMI | 07-12-2023 | 06-30-2023 | 322 | 124,310,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COMMON STOCK | 51 | $712,918 | 11,148 | 0.00 | 0.00 | -961 | -7.94 | 06-30-2023 |
| SPDR S&P 500 (MKT) | MUTUAL FUND/STO | 52 | $712,349 | 1,607 | 0.00 | 0.00 | 169 | 11.75 | 06-30-2023 |
| UNITEDHEALTH GROUP INC | COMMON STOCK | 53 | $706,541 | 1,470 | 0.00 | 0.00 | 76 | 5.45 | 06-30-2023 |
| NVIDIA CORPORATION | COMMON STOCK | 54 | $697,984 | 1,650 | 0.00 | 0.00 | -753 | -31.34 | 06-30-2023 |
