Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL RIVER WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 170 | 177,039,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $12,643,395 | 73,731 | 0.01 | 0.01 | 20,907 | 39.58 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $9,186,527 | 21,835 | 0.01 | 0.00 | 3,944 | 22.04 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $7,293,536 | 8,072 | 0.00 | 0.00 | -329 | -3.92 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $5,508,444 | 30,538 | 0.00 | 0.00 | 16,679 | 120.35 | 03-31-2024 |
