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 |
|---|---|---|---|---|---|---|---|---|---|
| Unilever PLC Amer Shs ADR | SPON ADR NEW | 451 | $41,407 | 825 | 0.00 | 825 | +Inf | 03-31-2024 | |
| Novartis AG ADR | SPONSORED ADR | 452 | $40,046 | 414 | 0.00 | 414 | +Inf | 03-31-2024 | |
| Alerian Mlp Alps Etf | ALERIAN MLP | 453 | $39,582 | 834 | 0.00 | 834 | +Inf | 03-31-2024 | |
| Halliburton Co Com | COM | 454 | $39,420 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |
