Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | 04-24-2024 | 03-31-2024 | 3302 | 25,988,153,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI CBOE VEST | NAS100 | Liquidated | $0 | 0 | 0.02 | 0.01 | 56,747 | 51.41 | 03-31-2024 |
| LITMAN GREGORY FDS TR IMGP RBA | RESPONS | Liquidated | $0 | 0 | 0.02 | 0.02 | -53,303 | -11.21 | 03-31-2024 |
| BOSTON PROPERTIES | INC COM | 1103 | $3,966,000 | 60,732 | 0.02 | 0.02 | -9,093 | -13.02 | 03-31-2024 |
| ISHARES TR CONSER ALLOC | ETF | 1104 | $3,966,000 | 107,698 | 0.02 | 0.02 | -8,243 | -7.11 | 03-31-2024 |
