Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
COLONIAL TRUST ADVISORS | 02-13-2024 | 12-31-2023 | 912 | 942,507,468 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
STATE STR CORP COM | Stock | 1101 | $775 | 10 | 0.00 | 0.00 | -2 | -16.67 | 12-31-2023 |
GARMIN LTD SHS | Stock | 1102 | $771 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EQUIFAX INC COM | Stock | 1103 | $742 | 3 | 0.00 | 0.00 | 2 | 200.00 | 12-31-2023 |
WHIRLPOOL CORP COM | Stock | 1104 | $731 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |