Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL RIVER WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 170 | 177,039,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VIKING THERAPEUTICS INC | COM | 201 | $378,840 | 4,620 | 0.00 | 4,620 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P DIVID ETF | 202 | $377,184 | 2,874 | 0.00 | 0.00 | -9,026 | -75.85 | 03-31-2024 |
| ABBOTT LABS | COM | Liquidated | $0 | 0 | 0.00 | 3,339 | +Inf | 03-31-2024 | |
| FLEXSHARES TR | M STAR DEV MKT | 204 | $364,324 | 5,084 | 0.00 | 0.00 | -847 | -14.28 | 03-31-2024 |
