Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED COMMUNITY BANK | 08-02-2024 | 06-30-2024 | 388 | 247,504,678 |
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 | $29,882,714 | 73,458 | 0.01 | 0.01 | 331 | 0.45 | 06-30-2024 |
| ISHARES TR CORE S&P500 ETF | EXCHANGE-TRADED FUND | Liquidated | $0 | 0 | 0.01 | 0.01 | 10,082 | 35.15 | 06-30-2024 |
| ISHARES TR CORE S&P500 ETF | EXACHANGE-TRADED FUND | 3 | $15,492,081 | 28,310 | 0.01 | 28,310 | +Inf | 06-30-2024 | |
| ISHARES MSCI EAFE (MKT) | EXCHANGE-TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,250 | -3.12 | 06-30-2024 |
