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 |
|---|---|---|---|---|---|---|---|---|---|
| CSX Corp Com | COM | 51 | $2,666,593 | 71,934 | 0.00 | 71,934 | +Inf | 03-31-2024 | |
| INVESCO S&P 500 GARP ETF | EXCHANGE TRADED INDEX FUNDS | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,097 | 26.40 | 03-31-2024 |
| CHEVRONTEXACO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -0.38 | 03-31-2024 |
| iShares Russell Mid-Cap ETF | RUS MID CAP ETF | 54 | $2,613,854 | 31,084 | 0.00 | 31,084 | +Inf | 03-31-2024 |
