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 |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA COM | Stock | 951 | $2,796 | 50 | 0.00 | 0.00 | -18 | -26.47 | 12-31-2023 |
| MCKESSON CORP COM | Stock | 952 | $2,778 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KRANESHARES CSI CHINA INTERNET ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN CONSERVATIVE VALUES ETF | ETF | 954 | $2,736 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
