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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFLO EURP ETF | 551 | $5,050 | 120 | 0.00 | 120 | +Inf | 03-31-2024 | |
| CORTEVA INC | COM | 552 | $4,902 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUMANA INC | COM | 553 | $4,855 | 14 | 0.00 | 0.00 | -50 | -78.12 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
