Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE TRUST CO | 02-09-2024 | 12-31-2023 | 425 | 710,492,696 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO | ETF-FIXED INCOM | 201 | $576,687 | 29,880 | 0.00 | 0.00 | 7,360 | 32.68 | 12-31-2023 |
| VALMONT INDUSTRIES INC | COMMON STOCK | 202 | $558,790 | 2,393 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD | ETF-EQUITY | 203 | $549,068 | 6,214 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PRUDENTIAL FINANCIAL INC | COMMON STOCK | 204 | $543,340 | 5,239 | 0.00 | 0.00 | -135 | -2.51 | 12-31-2023 |
