Annex Advisory Services, LLC

Q1 2025 vs. Q4 2013 Portfolio Holdings

Period
Q1 2025
Q4 2013
Holdings as of
March 31, 2025
December 31, 2013
Value $
$3.53B
$260M
Num holdings
309
92
Form type
13F-HR
13F-HR
Date filed
4/10/2025, 05:35 PM
2/12/2014, 04:41 PM