Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SANDY SPRING BANK | 05-07-2024 | 03-31-2024 | 1994 | 2,195,382,893 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 151 | $2,853,644 | 15,627 | 0.00 | 0.00 | 1,758 | 12.68 | 03-31-2024 |
ISHARES RUSSELL 2000 INDEX FUND | RUSSELL 2000 ETF | 152 | $2,841,331 | 13,511 | 0.00 | 0.00 | -166 | -1.21 | 03-31-2024 |
VANGUARD INFO TECH ETF | INF TECH ETF | 153 | $2,783,121 | 5,308 | 0.00 | 0.00 | 195 | 3.81 | 03-31-2024 |
HEALTH CARE SELECT SECTOR SPDR | SBI HEALTHCARE | 154 | $2,776,291 | 18,793 | 0.00 | 0.00 | -665 | -3.42 | 03-31-2024 |