Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST UNITED BANK & TRUST | 04-29-2024 | 03-31-2024 | 577 | 270,069,101 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BOND INDEX FUND INCTOTAL BD MARKET | EXCHANGE TRADED BOND FUNDS | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,240 | -5.80 | 03-31-2024 |
| Vanguard Bond Index Fund Inctotal Bd Market | TOTAL BND MRKT | 102 | $1,394,932 | 19,206 | 0.00 | 19,206 | +Inf | 03-31-2024 | |
| Intuituve Surgical Inc | COM NEW | 103 | $1,394,022 | 3,493 | 0.00 | 3,493 | +Inf | 03-31-2024 | |
| FIDELTIY TOTAL BOND ETF | EXCHANGE TRADED BOND FUNDS | Liquidated | $0 | 0 | 0.00 | 0.00 | 11,685 | 58.59 | 03-31-2024 |
