Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNAPOLIS FINANCIAL SERVICES LLC | 04-17-2024 | 03-31-2024 | 355 | 303,685,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LENNAR CORP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PARKER-HANNIFIN CORP | COM | 302 | $24,455 | 44 | 0.00 | 0.00 | 37 | 528.57 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 303 | $24,311 | 191 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 304 | $24,239 | 290 | 0.00 | 0.00 | -1,000 | -77.52 | 03-31-2024 |
