Annex Advisory Services, LLC Portfolio Holdings
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
Annex Advisory Services, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.73 Billion distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $278M, American Centy ETF Tr Avantis with a value of $245M, Ishares Barclays 20+ Year Trea with a value of $233M, J P Morgan ETF Tr U S Quality with a value of $203M, and Vanguard Information Technolog with a value of $154M.
Examining the 13F form we can see an decrease of $21.1M in the current position value, from $2.75B to 2.73B.
Below you can find more details about Annex Advisory Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 283
- Current Value $2.73 Billion
- Prior Value $2.75 Billion
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 22 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks