Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 04-30-2024 | 03-31-2024 | 2279 | 2,364,361,189 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $80,027,316 | 190,215 | 0.00 | 3.06 | 157,409 | 479.82 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $75,032,436 | 437,558 | 0.00 | 2.07 | 395,601 | 942.87 | 03-31-2024 |
| VANGUARD VALUE ETF | ETF | 3 | $42,351,741 | 260,050 | 0.00 | 1.59 | 220,990 | 565.77 | 03-31-2024 |
| VANGUARD GROWTH ETF | ETF | 4 | $40,933,969 | 139,891 | 0.00 | 2.40 | 112,864 | 417.60 | 03-31-2024 |
