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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP ETF | ETF | 101 | $6,617,529 | 26,485 | 0.00 | 0.40 | 20,827 | 368.10 | 03-31-2024 |
| ABBOTT LABS COM | Stock | 102 | $6,565,642 | 57,765 | 0.00 | 0.60 | 42,405 | 276.07 | 03-31-2024 |
| ELEVANCE HEALTH INC COM | Stock | Liquidated | $6,440,411 | 12,420 | 0.00 | 0.00 | 12,420 | +Inf | 03-31-2024 |
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | 104 | $6,248,164 | 69,501 | 0.00 | 1.09 | 17,867 | 34.60 | 03-31-2024 |
