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 |
|---|---|---|---|---|---|---|---|---|---|
| First Tr Global Tactical CM | FST TR GLB FD | 351 | $171,069 | 7,212 | 0.00 | 7,212 | +Inf | 03-31-2024 | |
| iShares Russell 2000 Growth ETF | RUS 2000 GRW ETF | 352 | $167,354 | 618 | 0.00 | 618 | +Inf | 03-31-2024 | |
| Duke Energy Corp New | COM NEW | 353 | $166,148 | 1,718 | 0.00 | 1,718 | +Inf | 03-31-2024 | |
| Veralto Corp | COM SHS | 354 | $159,676 | 1,801 | 0.00 | 1,801 | +Inf | 03-31-2024 |
