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 |
|---|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON | CORP COM | 1951 | $1,531,000 | 6,860 | 0.01 | 0.01 | 680 | 11.00 | 03-31-2024 |
| IMPACT | SHS TR I NAACP MINO ETF | 1952 | $1,530,000 | 39,882 | 0.01 | 0.01 | 392 | 0.99 | 03-31-2024 |
| PIMCO | ETF TR MUNI INCOME OPP | 1953 | $1,529,000 | 33,512 | 0.01 | 0.00 | 16,345 | 95.21 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED | F INTL BD OPP ETF | 1954 | $1,528,000 | 32,077 | 0.01 | 0.01 | 6,687 | 26.34 | 03-31-2024 |
