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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | Etf | 1901 | $10,151 | 70 | 0.00 | 70 | +Inf | 12-31-2023 | |
| San Juan Basin Rty Tr Unit Ben Int | Other | 1902 | $10,140 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
| Royal Bank of Canada | Com | 1903 | $10,113 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
| Ishares Core Msci Emerging | Etf | 1904 | $10,065 | 199 | 0.00 | 199 | +Inf | 12-31-2023 |
