Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHSTATE CORP | 02-06-2024 | 12-31-2023 | 890 | 1,172,469,105 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Otis Worldwide Corp | Com | 801 | $290,151 | 3,243 | 0.00 | 0.00 | -179 | -5.23 | 12-31-2023 |
| Pimco Dynamic Income Fund Shs | Etf | 802 | $288,887 | 16,094 | 0.00 | 16,094 | +Inf | 12-31-2023 | |
| Ishares Core Dividend Growth E | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,325 | 66.83 | 12-31-2023 |
| SPDR Dow Jones REIT ETF | Etf | 804 | $283,577 | 2,975 | 0.00 | 2,975 | +Inf | 12-31-2023 |
