Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SOUTHSTATE CORP | 02-06-2024 | 12-31-2023 | 890 | 1,172,469,105 |
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 |