Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANCHOR INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 1042 | 954,078,062 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS COM | Stock | 151 | $1,368,387 | 10,751 | 0.00 | 10,751 | +Inf | 03-31-2024 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 152 | $1,352,353 | 11,177 | 0.00 | 11,177 | +Inf | 03-31-2024 | |
| VANGUARD GROWTH ETF | ETF | 153 | $1,305,886 | 3,794 | 0.00 | 3,794 | +Inf | 03-31-2024 | |
| BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | CEF | 154 | $1,302,138 | 61,830 | 0.00 | 61,830 | +Inf | 03-31-2024 |
