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 |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf | Etf | 2051 | $6,655 | 118 | 0.00 | 118 | +Inf | 12-31-2023 | |
| MFC Manager Directed Portfolio | Other | 2052 | $6,584 | 661 | 0.00 | 661 | +Inf | 12-31-2023 | |
| Ishares Tr Us Hlthcare Etf | Etf | 2053 | $6,584 | 23 | 0.00 | 23 | +Inf | 12-31-2023 | |
| Ishares Tr Core S&P Us Vlu | Etf | 2054 | $6,493 | 77 | 0.00 | 77 | +Inf | 12-31-2023 |
