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 |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COMMON STOCK | 51 | $1,657,613 | 14,399 | 0.00 | 0.00 | -543 | -3.63 | 06-30-2024 |
| U S BANCORP NEW | COMMON STOCK | 52 | $1,603,443 | 40,389 | 0.00 | 0.00 | -7,026 | -14.82 | 06-30-2024 |
| ISHARES CORE US AGGBD BD ETF | EXCHANGE-TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,911 | 22.38 | 06-30-2024 |
| ISHARES NORTH AMERICAN TECH-SOFTWARE ETF | EXACHANGE-TRADED FUND | 54 | $1,552,642 | 17,867 | 0.00 | 17,867 | +Inf | 06-30-2024 |
