Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORY SERVICES LLC | 04-25-2024 | 03-31-2024 | 952 | 933,733,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 101 | $2,255,925 | 56,020 | 0.00 | 0.00 | -4,550 | -7.51 | 03-31-2024 |
| MCDONALDS CORP | COM | 102 | $2,252,740 | 7,990 | 0.00 | 0.00 | -328 | -3.94 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST U S | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 104 | $2,202,949 | 36,533 | 0.00 | 0.00 | -1,198 | -3.18 | 03-31-2024 |
