Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | 07-18-2024 | 06-30-2024 | 314 | 1,844,540,817 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AEGON LTD | AMER REG 1 CERT | 701 | $67,050 | 10,728 | 0.00 | 10,728 | +Inf | 06-30-2024 | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 702 | $53,993 | 18,365 | 0.00 | 0.00 | -1,486 | -7.49 | 06-30-2024 |
