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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITUVE SURGICAL INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 183 | 7.41 | 03-31-2024 |
| PPG Inds Inc Com | COM | 152 | $753,480 | 5,200 | 0.00 | 5,200 | +Inf | 03-31-2024 | |
| iShares Russell 1000 Value ETF | RUS 1000 VAL ETF | 153 | $749,934 | 4,187 | 0.00 | 4,187 | +Inf | 03-31-2024 | |
| iShares Russell Midcap Growth ETF | RUS MD CP GR ETF | 154 | $748,758 | 6,560 | 0.00 | 6,560 | +Inf | 03-31-2024 |
