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 |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM | 751 | $222,916 | 636 | 0.00 | 636 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 752 | $222,063 | 4,680 | 0.00 | 0.00 | 327 | 7.51 | 06-30-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 753 | $222,058 | 2,847 | 0.00 | 2,847 | +Inf | 06-30-2024 | |
| CENCORA INC | COM | 754 | $221,984 | 985 | 0.00 | 0.00 | 7 | 0.72 | 06-30-2024 |
