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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP VALUE INDEX FUND | ETF | 401 | $186,048 | 1,283 | 0.00 | 0.00 | -768 | -37.45 | 12-31-2023 |
| VANGUARD U.S. MULTIFACTOR ETF | ETF | 402 | $185,546 | 1,616 | 0.00 | 0.00 | 8 | 0.50 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 403 | $181,067 | 1,107 | 0.00 | 0.00 | -585 | -34.57 | 12-31-2023 |
| ISHARES U.S. CONSUMER GOODS ETF | ETF | 404 | $177,591 | 926 | 0.00 | 0.00 | 72 | 8.43 | 12-31-2023 |
