Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE BROCKENBROUGH & CO INC | 02-14-2024 | 12-31-2023 | 257 | 1,291,585,701 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $76,028,419 | 159,178 | 0.01 | 0.00 | 64,421 | 67.99 | 12-31-2023 |
| APPLE INC | COM | 2 | $59,900,414 | 311,122 | 0.00 | 0.01 | -42,910 | -12.12 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $52,116,641 | 138,593 | 0.00 | 0.00 | -15,767 | -10.21 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 4 | $32,415,134 | 499,232 | 0.00 | 0.00 | 60,455 | 13.78 | 12-31-2023 |
