Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 07-25-2024 | 06-30-2024 | 1584 | 770,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 151 | $718,000 | 6,235 | 0.09 | 0.09 | 196 | 3.25 | 06-30-2024 |
| WISDOMTREE TR | US HIGH DIVIDEND | 152 | $702,000 | 8,294 | 0.09 | 0.09 | 0 | 0.00 | 06-30-2024 |
| COLUMBIA ETF TR II | RESEARCH ENHANCD | 153 | $699,000 | 33,434 | 0.09 | 33,434 | +Inf | 06-30-2024 | |
| COLUMBIA ETF TR II | EMRG MARKETS ETF | Liquidated | $0 | 0 | 0.09 | 0.04 | 19,783 | 144.92 | 06-30-2024 |
