Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ANNEX ADVISORY SERVICES LLC 04-12-2024 03-31-2024 285 2,815,706,795
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CF INDS HLDGS INC COM 251 $429,780 5,165 0.00 0.00 -1,000 -16.22 03-31-2024
PALANTIR TECHNOLOGIES INC CL A 252 $424,166 18,434 0.00 0.00 -2,800 -13.19 03-31-2024
EQUINIX INC COM 253 $418,760 507 0.00 0.00 -3,630 -87.74 03-31-2024
ZOOM VIDEO COMMUNICATIONS IN CL A 254 $410,850 6,285 0.00 0.00 20 0.32 03-31-2024
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