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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEVELAND-CLIFFS INC NEW COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -28.57 | 12-31-2023 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 802 | $7,792 | 152 | 0.00 | 0.00 | -638 | -80.76 | 12-31-2023 |
| ISHARES SHORT TREASURY BOND ETF | ETF | 803 | $7,709 | 70 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SEALED AIR CORP NEW COM | Stock | 804 | $7,706 | 211 | 0.00 | 0.00 | 12 | 6.03 | 12-31-2023 |
