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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 201 | $267,070 | 7,855 | 0.00 | 7,855 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 202 | $260,604 | 7,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 203 | $260,401 | 1,584 | 0.00 | 0.00 | -13 | -0.81 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 204 | $257,013 | 5,130 | 0.00 | 0.00 | -247 | -4.59 | 03-31-2024 |
