Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 04-18-2024 | 03-31-2024 | 1548 | 767,113,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 201 | $455,000 | 818 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EMRG MKTS | 202 | $453,000 | 7,845 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 203 | $452,000 | 9,820 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 204 | $452,000 | 12,945 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
