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 |
|---|---|---|---|---|---|---|---|---|---|
| EMX RTY CORP COM | Stock | 551 | $45,580 | 26,500 | 0.00 | 26,500 | +Inf | 03-31-2024 | |
| INVESCO RAFI STRATEGIC US ETF | ETF | 552 | $44,612 | 940 | 0.00 | 940 | +Inf | 03-31-2024 | |
| VODAFONE GROUP PLC NEW SPONSORED ADR | ADR | 553 | $44,500 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 554 | $44,363 | 514 | 0.00 | 514 | +Inf | 03-31-2024 |
