Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED COMMUNITY BANK | 05-03-2024 | 03-31-2024 | 356 | 257,464,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW COM | COMMON STOCK | 1 | $30,751,366 | 73,127 | 0.01 | 0.01 | -4,711 | -6.05 | 03-31-2024 |
| ISHARES TR CORE S&P500 ETF | EXCHANGE-TRADED FUND | 2 | $19,881,657 | 38,763 | 0.01 | 0.01 | 10,082 | 35.15 | 03-31-2024 |
| ISHARES MSCI EAFE (MKT) | EXCHANGE-TRADED FUND | 3 | $10,547,355 | 132,073 | 0.00 | 0.00 | -4,250 | -3.12 | 03-31-2024 |
| MICROSOFT CORP COM | COMMON STOCK | 4 | $8,008,406 | 19,035 | 0.00 | 0.00 | -91 | -0.48 | 03-31-2024 |
