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 |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP COM | Stock | Liquidated | $1,493,442 | 2,687 | 0.00 | 0.00 | 2,687 | +Inf | 03-31-2024 |
| CONOCOPHILLIPS COM | Stock | Liquidated | $1,493,179 | 11,731 | 0.00 | 0.00 | 11,731 | +Inf | 03-31-2024 |
| VANGUARD ULTRA-SHORT BOND ETF | ETF | 303 | $1,471,166 | 29,691 | 0.00 | 29,691 | +Inf | 03-31-2024 | |
| NEXTERA ENERGY INC COM | Stock | 304 | $1,458,851 | 22,827 | 0.00 | 0.06 | 20,517 | 888.18 | 03-31-2024 |
