Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREATMARK INVESTMENT PARTNERS INC | 05-09-2024 | 03-31-2024 | 127 | 703,687,077 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC COM | Stock | 51 | $3,092,114 | 44,192 | 0.00 | 0.00 | 630 | 1.45 | 03-31-2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME CEF | CEF | 52 | $3,072,521 | 260,163 | 0.00 | 0.00 | -20,124 | -7.18 | 03-31-2024 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 53 | $3,022,588 | 31,931 | 0.00 | 0.00 | 1,620 | 5.34 | 03-31-2024 |
| KOHLS CORP COM | Stock | 54 | $2,791,054 | 95,748 | 0.00 | 0.00 | -475,355 | -83.23 | 03-31-2024 |
