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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 VALUE ETF | ETF | Liquidated | $484,870 | 6,166 | 0.00 | 0.00 | 6,166 | +Inf | 03-31-2024 |
| WISDOMTREE CLOUD COMPUTING FUND | ETF | Liquidated | $0 | 0 | 0.13 | 0.00 | 3,200 | 52.24 | 03-31-2024 |
| STERIS PLC SHS USD | Stock | Liquidated | $482,118 | 2,144 | 0.00 | 0.00 | 2,144 | +Inf | 03-31-2024 |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -537 | -4.46 | 12-31-2023 |
