Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDY SPRING BANK | 05-07-2024 | 03-31-2024 | 1994 | 2,195,382,893 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P MIDCAP 400 INDEX | CORE S&P MCP ETF | 1 | $144,094,567 | 2,372,318 | 0.01 | 0.01 | 1,909,785 | 412.90 | 03-31-2024 |
| ISHARES S&P 500 INDEX FUND | CORE S&P500 ETF | 2 | $115,577,101 | 219,841 | 0.01 | 0.01 | 1,787 | 0.82 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $89,837,479 | 213,533 | 0.00 | 0.00 | -1,182 | -0.55 | 03-31-2024 |
| APPLE, INC. | COM | 4 | $82,603,447 | 481,709 | 0.00 | 0.00 | -2,132 | -0.44 | 03-31-2024 |
