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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -161 | -9.21 | 12-31-2023 |
| HEALTHPEAK PROPERTIES INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,068 | -17.91 | 12-31-2023 |
| FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | ETF | Liquidated | $0 | 0 | 0.00 | 3,145 | +Inf | 12-31-2023 | |
| BLOCK INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
