Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS LLC | 07-12-2024 | 06-30-2024 | 650 | 4,423,784,466 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK LONG-TERM MUN ADVA | COM | 501 | $435,843 | 43,025 | 0.00 | 0.00 | 3,000 | 7.50 | 06-30-2024 |
| ISHARES TR | DOW JONES US ETF | 502 | $434,751 | 3,286 | 0.00 | 0.00 | 2 | 0.06 | 06-30-2024 |
| VANGUARD WORLD FD | CONSUM STP ETF | 503 | $433,266 | 2,134 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LINDE PLC | SHS | 504 | $431,475 | 983 | 0.00 | 0.00 | 513 | 109.15 | 06-30-2024 |
