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 |
|---|---|---|---|---|---|---|---|---|---|
| HOST HOTELS & RESORTS INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P REGIONAL BANKING ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 691 | 156.33 | 12-31-2023 |
| ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | Liquidated | $0 | 0 | 0.00 | 999 | +Inf | 12-31-2023 | |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | ETF | Liquidated | $0 | 0 | 0.00 | 1,984 | +Inf | 12-31-2023 |
