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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | ETF | 501 | $61,065 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
| INVESCO FINANCIAL PREFERRED ETF | ETF | 502 | $60,960 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2024 | |
| KLA CORP COM NEW | Stock | 503 | $60,776 | 87 | 0.00 | 87 | +Inf | 03-31-2024 | |
| SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | ETF | 504 | $60,723 | 2,503 | 0.00 | 2,503 | +Inf | 03-31-2024 |
