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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F MUNICIPAL | ETF | 2001 | $1,459,000 | 28,761 | 0.01 | 0.00 | 19,454 | 209.03 | 03-31-2024 |
| AMERICAN CENTY ETF TR AVANTIS | CORE FI | 2002 | $1,456,000 | 35,287 | 0.01 | 0.01 | 6,941 | 24.49 | 03-31-2024 |
| INNOVATOR ETFS | TRUST US EQTY BUF NOV | 2003 | $1,449,000 | 39,707 | 0.01 | 39,707 | +Inf | 03-31-2024 | |
| ZIMMER BIOMET HOLDINGS | INC COM | 2004 | $1,447,000 | 10,962 | 0.01 | 0.01 | 10 | 0.09 | 03-31-2024 |
