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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LINCOLN NATL CORP IND | COM | 502 | $7,983 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EBAY INC. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| METLIFE INC | COM | 504 | $7,782 | 105 | 0.00 | 0.00 | -175 | -62.50 | 03-31-2024 |
