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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $927,736 | 3,263 | 0.00 | 0.00 | 1,512 | 86.35 | 03-31-2024 |
| BANK AMERICA CORP | COM | 102 | $915,384 | 24,140 | 0.00 | 0.00 | 1,141 | 4.96 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,519 | 73.43 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 104 | $889,525 | 11,649 | 0.00 | 0.00 | -9,780 | -45.64 | 03-31-2024 |
