Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
COLONIAL TRUST ADVISORS | 02-13-2024 | 12-31-2023 | 912 | 942,507,468 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GOLDMAN SACHS GROUP INC COM | Stock | 51 | $9,625,227 | 24,951 | 0.00 | 0.00 | 25 | 0.10 | 12-31-2023 |
STRYKER CORPORATION COM | Stock | 52 | $8,958,273 | 29,915 | 0.00 | 0.00 | 413 | 1.40 | 12-31-2023 |
APPLIED MATLS INC COM | Stock | 53 | $8,915,336 | 55,009 | 0.00 | 0.00 | 514 | 0.94 | 12-31-2023 |
DEERE & CO COM | Stock | 54 | $8,831,129 | 22,085 | 0.00 | 0.00 | -119 | -0.54 | 12-31-2023 |