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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 151 | $1,547,147 | 21,566 | 0.00 | 0.00 | -2,845 | -11.65 | 03-31-2024 |
| AT&T INC | COM | 152 | $1,538,831 | 87,434 | 0.00 | 0.00 | -2,079 | -2.32 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 153 | $1,513,073 | 14,062 | 0.00 | 0.00 | 1,484 | 11.80 | 03-31-2024 |
| WATSCO INC | COM | 154 | $1,505,415 | 3,485 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
