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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS | COM | 101 | $5,244,244 | 124,982 | 0.00 | 0.00 | -5,251 | -4.03 | 03-31-2024 |
| FINANCIAL SELECT SECTOR SPDR FUND | FINANCIAL | 102 | $5,189,904 | 123,217 | 0.00 | 0.00 | -4,560 | -3.57 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 103 | $5,184,258 | 90,984 | 0.00 | 0.00 | 54,997 | 152.82 | 03-31-2024 |
| ISHARES IBONDS DEC 2024 CORP ETF | IBONDS DEC24 ETF | 104 | $4,933,948 | 196,964 | 0.00 | 0.00 | -10,970 | -5.28 | 03-31-2024 |
