Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SALEM INVESTMENT COUNSELORS INC | 03-31-2024 | 03-31-2024 | 1171 | 3,045,483,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DYNATRACE INC | COM NEW | 1001 | $13,932 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| NISOURCE INC | COM | 1002 | $13,830 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 1003 | $13,701 | 132 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 1004 | $13,377 | 296 | 0.00 | 0.00 | -196 | -39.84 | 03-31-2024 |
