Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAPITAL INVESTMENT ADVISORY SERVICES LLC | 04-25-2024 | 03-31-2024 | 952 | 933,733,342 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLIO S&P500 | 251 | $800,567 | 13,011 | 0.00 | 0.00 | -317 | -2.38 | 03-31-2024 |
KIMBERLY-CLARK CORP | COM | 252 | $790,880 | 6,114 | 0.00 | 0.00 | -726 | -10.61 | 03-31-2024 |
ISHARES TR | RUS 1000 GRW ETF | 253 | $782,660 | 2,322 | 0.00 | 0.00 | -177 | -7.08 | 03-31-2024 |
EMERSON ELEC CO | COM | 254 | $777,745 | 6,857 | 0.00 | 0.00 | -434 | -5.95 | 03-31-2024 |