Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 04-18-2024 | 03-31-2024 | 1548 | 767,113,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US SMALLCAP DIVD | 1001 | $6,000 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 1002 | $6,000 | 76 | 0.00 | 0.00 | 1 | 1.33 | 03-31-2024 |
| NOVOCURE LTD | ORD SHS | 1003 | $6,000 | 388 | 0.00 | 0.00 | 368 | 1840.00 | 03-31-2024 |
| WHIRLPOOL CORP | COM | 1004 | $6,000 | 53 | 0.00 | 0.00 | 5 | 10.42 | 03-31-2024 |
