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 U.S. BASIC MATERIALS ETF | ETF | 601 | $32,606 | 236 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD REAL ESTATE ETF | ETF | 602 | $31,898 | 361 | 0.00 | 0.00 | 49 | 15.71 | 12-31-2023 |
| FISERV INC COM | Stock | 603 | $31,616 | 238 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANSYS INC COM | Stock | 604 | $31,571 | 87 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
