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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC. | COM | 551 | $358,023 | 3,913 | 0.00 | 0.00 | 11 | 0.28 | 06-30-2024 |
| ISHARES TR | U.S. FINLS ETF | 552 | $356,844 | 3,773 | 0.00 | 0.00 | 316 | 9.14 | 06-30-2024 |
| FEDERATED HERMES PREM MUNI I | COM | 553 | $356,616 | 31,200 | 0.00 | 0.00 | -300 | -0.95 | 06-30-2024 |
| POTLATCHDELTIC CORPORATION | COM | 554 | $355,022 | 9,013 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
