Annex Advisory Services, LLC

Q1 2025 vs. Q2 2017 Portfolio Holdings

Period
Q1 2025
Q2 2017
Holdings as of
March 31, 2025
June 30, 2017
Value $
$3.53B
$450M
Num holdings
309
125
Form type
13F-HR
13F-HR
Date filed
4/10/2025, 05:35 PM
8/4/2017, 02:39 PM