Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Arbor Realty Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Arbor Realty Trust (ABR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Arbor Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Arbor Realty Trust held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arbor Realty Trust by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $187k 16k 11.75
2024-12-31 $219k 16k 13.85

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Arbor Realty Trust

BlackRock
Vanguard Group
State Street Corporation
Susquehanna International
Geode Capital Management
Daniel D. Thurber
Goldman Sachs Group
Marshall Wace
Charles Schwab Investment Management
Northern Trust
Parallax Volatility Advisers
Invesco
Nomura Holdings
Omega Advisors
Centiva Capital

View all funds holding Arbor Realty Trust