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 |
|---|---|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANCORP COM | Stock | 751 | $11,796 | 317 | 0.00 | 317 | +Inf | 03-31-2024 | |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 752 | $11,429 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
| RAYONIER INC COM | REIT | 753 | $11,302 | 340 | 0.00 | 340 | +Inf | 03-31-2024 | |
| VANGUARD S&P 500 VALUE ETF | ETF | 754 | $11,189 | 62 | 0.00 | 62 | +Inf | 03-31-2024 |
