Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HERITAGE TRUST CO | 02-09-2024 | 12-31-2023 | 425 | 710,492,696 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TESLA INC | COMMON STOCK | 251 | $355,575 | 1,431 | 0.00 | 0.00 | 5 | 0.35 | 12-31-2023 |
TEXAS INSTRUMENTS INC | COMMON STOCK | 252 | $351,829 | 2,064 | 0.00 | 0.00 | 79 | 3.98 | 12-31-2023 |
ISHARES | ETF-EQUITY | 253 | $342,937 | 3,168 | 0.00 | 0.00 | 60 | 1.93 | 12-31-2023 |
APPLIED MATERIALS INC | COMMON STOCK | 254 | $341,967 | 2,110 | 0.00 | 0.00 | 85 | 4.20 | 12-31-2023 |