Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARSEC FINANCIAL MANAGEMENT INC | 04-06-2023 | 03-31-2023 | 295 | 2,374,777,231 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 201 | $618,534 | 3,263 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ENBRIDGE INC | COM | 202 | $618,373 | 16,209 | 0.00 | 0.00 | 1,123 | 7.44 | 03-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 203 | $607,315 | 1,615 | 0.00 | 0.00 | -169 | -9.47 | 03-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 204 | $603,917 | 2,113 | 0.00 | 0.00 | -844 | -28.54 | 03-31-2023 |
