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 |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC | COM CL A | 151 | $314,011 | 1,413 | 0.00 | 0.00 | 62 | 4.59 | 06-30-2024 |
| BOEING CO | COM | 152 | $313,239 | 1,721 | 0.00 | 0.00 | -259 | -13.08 | 06-30-2024 |
| ISHARES TR | RUS 1000 ETF | 153 | $313,058 | 1,052 | 0.00 | 0.00 | -989 | -48.46 | 06-30-2024 |
| ADOBE INC | COM | 154 | $311,658 | 561 | 0.00 | 0.00 | -114 | -16.89 | 06-30-2024 |
