Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SOUTHSTATE CORP 02-06-2024 12-31-2023 890 1,172,469,105
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Citigroup Inc Com 1651 $18,878 367 0.00 0.00 145 65.32 12-31-2023
JP Morgan Chase Preferred Stoc Com 1652 $18,780 20,000 0.00 0.00 0 0.00 12-31-2023
Ishares Self-Driving Ev&tech Etf 1653 $18,758 525 0.00 525 +Inf 12-31-2023
Citigroup Inc Tier 1 Preferred Pfd Stk 1654 $18,673 20,000 0.00 0.00 0 0.00 12-31-2023
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