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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | FINANCIALS ETF | 1051 | $25,598 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 1052 | $25,593 | 725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1053 | $25,559 | 630 | 0.00 | 630 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 1054 | $25,312 | 775 | 0.00 | 775 | +Inf | 03-31-2024 |
