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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP COM | Stock | 151 | $4,265,526 | 32,977 | 0.00 | 0.06 | 31,570 | 2243.78 | 03-31-2024 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | Liquidated | $4,148,678 | 263,743 | 0.00 | 0.00 | 263,743 | +Inf | 03-31-2024 |
| MCDONALDS CORP COM | Stock | 153 | $4,059,995 | 14,399 | 0.00 | 0.06 | 13,557 | 1610.10 | 03-31-2024 |
| PFIZER INC COM | Stock | 154 | $4,021,036 | 144,902 | 0.00 | 0.25 | 129,730 | 855.06 | 03-31-2024 |
