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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 51 | $11,438,103 | 21,756 | 0.00 | 0.51 | 17,928 | 468.34 | 03-31-2024 |
| LOWES COS INC COM | Stock | 52 | $11,279,961 | 44,282 | 0.00 | 0.50 | 37,368 | 540.47 | 03-31-2024 |
| ISHARES MSCI EAFE VALUE ETF | ETF | 53 | $11,208,193 | 224,566 | 0.00 | 0.23 | 208,010 | 1256.40 | 03-31-2024 |
| NASDAQ INC COM | Stock | Liquidated | $11,140,173 | 176,548 | 0.00 | 0.00 | 176,548 | +Inf | 03-31-2024 |
