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 |
|---|---|---|---|---|---|---|---|---|---|
| TRANSDIGM GROUP INC COM | Stock | 451 | $104,195 | 103 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 452 | $103,847 | 846 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET | ETF | 453 | $102,632 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ETF | 454 | $100,350 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
