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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | FOUNDER RUN CO | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 1252 | $5,938 | 284 | 0.00 | 284 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | CONSCIOUS COS | 1253 | $5,904 | 163 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 1254 | $5,901 | 276 | 0.00 | 276 | +Inf | 03-31-2024 |
