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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 501 | $61,000 | 1,473 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | MRGSTR MD CP GRW | 502 | $61,000 | 906 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| XCEL ENERGY INC | COM | 503 | $61,000 | 1,145 | 0.01 | 0.00 | 447 | 64.04 | 06-30-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 504 | $60,000 | 181 | 0.01 | 0.01 | 20 | 12.42 | 06-30-2024 |
