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 |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -662 | -76.80 | 06-30-2024 |
| ULTA BEAUTY INC | COMMON STOCK | 452 | $38,587 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CARRIER GLOBAL CORPORATION COM | COMMON STOCK | 453 | $37,848 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUVEEN DOW 30SM DYNAMIC OVERWRITE FUND | EXACHANGE-TRADED FUND | 454 | $35,726 | 2,550 | 0.00 | 2,550 | +Inf | 06-30-2024 |
