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 |
|---|---|---|---|---|---|---|---|---|---|
| GUINNESS ATKINSON FDS SMARTETFS | DIVID | 2651 | $793,000 | 29,005 | 0.00 | 0.00 | 2,347 | 8.80 | 03-31-2024 |
| BLOCK H & | R INC COM | 2652 | $792,000 | 16,135 | 0.00 | 0.00 | 347 | 2.20 | 03-31-2024 |
| SPDR SER TR ICE | PFD SEC ETF | 2653 | $790,000 | 22,658 | 0.00 | 0.00 | -238 | -1.04 | 03-31-2024 |
| SPDR | INDEX SHS FDS S&P INTL ETF | 2654 | $790,000 | 22,485 | 0.00 | 0.00 | 984 | 4.58 | 03-31-2024 |
