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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | Liquidated | $0 | 0 | 0.21 | 0.00 | 6,224 | 1003.87 | 03-31-2024 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | Liquidated | $750,904 | 7,936 | 0.00 | 0.00 | 7,936 | +Inf | 03-31-2024 |
| INVESCO S&P 500 PURE GROWTH ETF | ETF | Liquidated | $739,968 | 20,152 | 0.00 | 0.00 | 20,152 | +Inf | 03-31-2024 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | Liquidated | $731,715 | 7,359 | 0.00 | 0.00 | 7,359 | +Inf | 03-31-2024 |
