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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Tr S&P 500 Val ETF | S&P 500 VAL ETF | 551 | $8,406 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| HCA Holdings Inc | COM | 552 | $8,338 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
| Williams Cos Inc Del Com | COM | 553 | $8,262 | 212 | 0.00 | 212 | +Inf | 03-31-2024 | |
| Manulife Financial Corp | COM | 554 | $8,172 | 327 | 0.00 | 327 | +Inf | 03-31-2024 |
