Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE ADVISORS INC | 04-15-2024 | 03-31-2024 | 167 | 424,076,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 151 | $464,151 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 152 | $458,427 | 18,374 | 0.00 | 0.00 | 2,736 | 17.50 | 03-31-2024 |
| ISHARES TR | US HOME CONS ETF | 153 | $439,926 | 3,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPS ETF TR | OSHARES US SMLCP | 154 | $435,163 | 10,222 | 0.00 | 0.00 | -6 | -0.06 | 03-31-2024 |
