Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GREENWOOD CAPITAL ASSOCIATES LLC | 10-18-2023 | 09-30-2023 | 247 | 688,004,669 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $26,432,864 | 154,389 | 0.00 | 0.00 | 495 | 0.32 | 09-30-2023 |
MICROSOFT CORP | COM | 2 | $23,360,444 | 73,984 | 0.00 | 0.00 | 273 | 0.37 | 09-30-2023 |
ALPHABET INC | CAP STK CL A | 3 | $21,490,091 | 164,222 | 0.00 | 0.00 | 1,766 | 1.09 | 09-30-2023 |
ISHARES TR | CORE S&P500 ETF | 4 | $20,704,538 | 48,214 | 0.00 | 0.00 | 789 | 1.66 | 09-30-2023 |