Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 160 | 505,844,264 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 101 | $572,867 | 10,819 | 0.00 | 0.00 | -3,007 | -21.75 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 102 | $564,223 | 11,011 | 0.00 | 0.00 | -266 | -2.36 | 06-30-2024 |
| AGCO CORP | COM | 103 | $560,165 | 5,723 | 0.00 | 0.00 | 1,428 | 33.25 | 06-30-2024 |
| ALTRIA GROUP INC | COM | 104 | $554,125 | 12,165 | 0.00 | 0.00 | 9 | 0.07 | 06-30-2024 |
