Accordant Advisory Group Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$106M
Signature - Title
Timothy Monaco - Compliance Consultant
Location
309 Third St, Annapolis, MD
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 150 $106M +$18.5M -$46.5M -$28M TCAF, SYLD, COWZ, FPI, VGSH 13F-HR 7/18/2024, 06:11 PM
Q1 2024 199 $134M $0 $0 COWZ, TCAF, PHYS, SYLD, FPI 13F-HR 4/22/2024, 12:27 PM