Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 170 | 177,039,343 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GARTNER INC | COM | Liquidated | $0 | 0 | 0.00 | 558 | +Inf | 03-31-2024 | |
MCKESSON CORP | COM | Liquidated | $0 | 0 | 0.00 | 543 | +Inf | 03-31-2024 | |
GSK PLC | SPONSORED ADR | 303 | $250,061 | 5,833 | 0.00 | 5,833 | +Inf | 03-31-2024 | |
WISDOMTREE TR | US S CAP QTY DIV | 304 | $250,017 | 5,037 | 0.00 | 0.00 | -8,436 | -62.61 | 03-31-2024 |