Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT INC | 04-22-2024 | 03-31-2024 | 149 | 1,099,848,989 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| METROCITY BANKSHARES INC | COM | 51 | $998,400 | 40,000 | 0.00 | 40,000 | +Inf | 03-31-2024 | |
| COCA COLA CO | COM | 52 | $996,269 | 16,284 | 0.00 | 0.00 | -1,042 | -6.01 | 03-31-2024 |
| BROADCOM INC | COM | 53 | $985,453 | 744 | 0.00 | 0.00 | -1 | -0.13 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 54 | $958,052 | 5,829 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
