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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP | FIXED INCM ETF T SHORT DURATION | 1201 | $3,579,000 | 140,943 | 0.01 | 0.01 | 13,859 | 10.91 | 03-31-2024 |
| DIMENSIONAL | ETF TRUST CORE FIXED INCOM | 1202 | $3,567,000 | 85,018 | 0.01 | 0.01 | 26,153 | 44.43 | 03-31-2024 |
| PIMCO | ETF TR SR LN ACTIVE ETF | 1203 | $3,564,000 | 69,681 | 0.01 | 0.01 | 20,766 | 42.45 | 03-31-2024 |
| ISHARES | TR CONV BD ETF | 1204 | $3,561,000 | 44,613 | 0.01 | 0.01 | 12,900 | 40.68 | 03-31-2024 |
