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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S ADR | ADR | Liquidated | $596,228 | 4,644 | 0.00 | 0.00 | 4,644 | +Inf | 03-31-2024 |
| CITIGROUP INC COM NEW | Stock | 452 | $589,783 | 9,326 | 0.00 | 0.47 | -18,523 | -66.51 | 03-31-2024 |
| WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND | ETF | 453 | $589,381 | 15,326 | 0.00 | 0.18 | -1,779 | -10.40 | 03-31-2024 |
| SERVICENOW INC COM | Stock | Liquidated | $589,335 | 773 | 0.00 | 0.00 | 773 | +Inf | 03-31-2024 |
