Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | 04-24-2024 | 03-31-2024 | 3302 | 25,988,153,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR INTER DURATN PFD & | COM | 4601 | $226,000 | 12,595 | 0.00 | 0.00 | -436 | -3.35 | 03-31-2024 |
NEOS ETF TRUST NEOS ENH IN | 1-3 | 4602 | $226,000 | 4,529 | 0.00 | 4,529 | +Inf | 03-31-2024 | |
NUVEEN CORE PLUS IMPACT FUND COM BEN | INT | 4603 | $225,000 | 21,781 | 0.00 | 0.00 | 979 | 4.71 | 03-31-2024 |
WOLFSPEED | INC COM | 4604 | $225,000 | 7,643 | 0.00 | 0.00 | 2,176 | 39.80 | 03-31-2024 |