Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GREENWOOD CAPITAL ASSOCIATES LLC | 10-18-2023 | 09-30-2023 | 247 | 688,004,669 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | RUSSELL 3000 ETF | 351 | $790,319 | 3,225 | 0.00 | 0.00 | -337 | -9.46 | 09-30-2023 |
CNA FINL CORP | COM | 352 | $778,973 | 19,796 | 0.00 | 0.00 | 827 | 4.36 | 09-30-2023 |
NOW INC | COM | 353 | $750,896 | 63,260 | 0.00 | 0.00 | -482 | -0.76 | 09-30-2023 |
TEXAS INSTRS INC | COM | 354 | $734,467 | 4,619 | 0.00 | 0.00 | -15,382 | -76.91 | 09-30-2023 |