Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS LLC | 04-15-2024 | 03-31-2024 | 686 | 4,290,308,864 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US QUALITY GROW | 251 | $1,668,012 | 19,638 | 0.00 | 19,638 | +Inf | 03-31-2024 | |
| NUVEEN AMT FREE MUN CR INC F | COM | 252 | $1,653,577 | 136,097 | 0.00 | 0.00 | -31,363 | -18.73 | 03-31-2024 |
| INVESCO MUNICIPAL TRUST | COM | 253 | $1,653,375 | 170,451 | 0.00 | 0.00 | 19,045 | 12.58 | 03-31-2024 |
| WESTERN ASSET HIGH YIELD DEF | COM | 254 | $1,652,879 | 138,201 | 0.00 | 0.00 | -28,104 | -16.90 | 03-31-2024 |
