Institution Information
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
Institutional Holdings
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
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