Annex Advisory Services, LLC Portfolio Holdings
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
Annex Advisory Services, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 286 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 $386M, American Centy ETF Tr Avantis with a value of $323M, Wisdomtree Floating Rate Treas with a value of $177M, American Centy ETF Tr Avantis with a value of $164M, and J P Morgan ETF Tr U S Quality with a value of $146M.
Examining the 13F form we can see an increase of $32.5M in the current position value, from $2.73B to 2.76B.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 286
- Current Value $2.76 Billion
- Prior Value $2.73 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks