Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 04-30-2024 | 03-31-2024 | 2279 | 2,364,361,189 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW COM | Stock | Liquidated | $2,025,255 | 25,262 | 0.00 | 0.00 | 25,262 | +Inf | 03-31-2024 |
| MONDELEZ INTL INC CL A | Stock | Liquidated | $2,022,414 | 28,892 | 0.00 | 0.00 | 28,892 | +Inf | 03-31-2024 |
| PALO ALTO NETWORKS INC COM | Stock | Liquidated | $2,002,832 | 7,049 | 0.00 | 0.00 | 7,049 | +Inf | 03-31-2024 |
| VERIZON COMMUNICATIONS INC COM | Stock | 254 | $2,000,653 | 47,681 | 0.00 | 0.23 | 31,730 | 198.92 | 03-31-2024 |
