Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENLEAF TRUST | 04-29-2024 | 03-31-2024 | 776 | 10,760,567,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| First Ctzns Bancshares Inc N Cl A | CL A | 401 | $709,590 | 434 | 0.00 | 0.00 | -1 | -0.23 | 03-31-2024 |
| Ishares Dow Jones Select Div Index | SELECT DIVID ETF | 402 | $707,915 | 5,747 | 0.00 | 0.00 | 885 | 18.20 | 03-31-2024 |
| iShares Edge MSCI USA Value Factor | MSCI USA VALUE | 403 | $706,723 | 6,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Lamar Advertising Co New Cl A | CL A | 404 | $698,787 | 5,852 | 0.00 | 0.00 | -107 | -1.80 | 03-31-2024 |
