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.