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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC COM | Stock | 351 | $241,523 | 972 | 0.00 | 0.00 | 21 | 2.21 | 12-31-2023 |
| FORTUNE BRANDS HOME & SEC INC COM | Stock | 352 | $237,709 | 3,122 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | 353 | $236,825 | 1,550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | ETF | 354 | $236,364 | 2,369 | 0.00 | 0.00 | 25 | 1.07 | 12-31-2023 |
