Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL TRUST ADVISORS | 02-13-2024 | 12-31-2023 | 912 | 942,507,468 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US INDEX FUND | ETF | 551 | $49,049 | 961 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 552 | $48,996 | 161 | 0.00 | 0.00 | 1 | 0.62 | 12-31-2023 |
| EASTMAN CHEM CO COM | Stock | 553 | $47,605 | 530 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NOVO-NORDISK A S ADR | ADR | 554 | $46,553 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
