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 |
|---|---|---|---|---|---|---|---|---|---|
| 23ANDME HOLDING CO CLASS A COM | Stock | 901 | $4,568 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATIVE INDL PPTYS INC COM | REIT | 902 | $4,537 | 45 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | ETF | 903 | $4,488 | 45 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARMAX INC COM | Stock | 904 | $4,374 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
