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 |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG MIDCP | 801 | $5,854 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COPART INC | COM | 802 | $5,850 | 108 | 0.00 | 0.00 | 38 | 54.29 | 06-30-2024 |
| VICI PPTYS INC | COM | 803 | $5,712 | 188 | 0.00 | 0.00 | -520 | -73.45 | 06-30-2024 |
| PHINIA INC | COMMON STOCK | 804 | $5,708 | 145 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
