Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 08-12-2024 | 06-30-2024 | 943 | 351,858,360 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 151 | $407,761 | 1,586 | 0.00 | 0.00 | -150 | -8.64 | 06-30-2024 |
| CARMAX INC | COM | 152 | $407,258 | 5,553 | 0.00 | 0.00 | 5,474 | 6929.11 | 06-30-2024 |
| GE VERNOVA INC | COM | 153 | $406,994 | 2,373 | 0.00 | 2,373 | +Inf | 06-30-2024 | |
| TRUIST FINL CORP | COM | 154 | $406,804 | 10,471 | 0.00 | 0.00 | 5,788 | 123.60 | 06-30-2024 |
