Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDY SPRING BANK | 05-07-2024 | 03-31-2024 | 1994 | 2,195,382,893 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | 651 | $59,835 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AW MSCI EAFE | 652 | $59,454 | 744 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOFI TECHNOLOGIES INC | COM | 653 | $59,174 | 8,106 | 0.00 | 0.00 | 900 | 12.49 | 03-31-2024 |
| AVALONBAY CMNTYS INC | COM | 654 | $58,823 | 317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
