Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL TRUST ADVISORS | 02-13-2024 | 12-31-2023 | 912 | 942,507,468 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 301 | $339,171 | 10,764 | 0.00 | 0.00 | -479 | -4.26 | 12-31-2023 |
| CROWN CASTLE INTL CORP NEW COM | REIT | 302 | $325,933 | 2,830 | 0.00 | 0.00 | -691 | -19.63 | 12-31-2023 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 303 | $324,471 | 2,993 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENUINE PARTS CO COM | Stock | 304 | $321,459 | 2,321 | 0.00 | 0.00 | -597 | -20.46 | 12-31-2023 |
