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 |
|---|---|---|---|---|---|---|---|---|---|
| KLAVIYO INC COM SER | A | 2901 | $641,000 | 25,167 | 0.00 | 25,167 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST US EQT ACCEL | PLS | 2902 | $640,000 | 20,691 | 0.00 | 20,691 | +Inf | 03-31-2024 | |
| VANECK | ETF TRUST SHRT HGH YLD MUN | 2903 | $639,000 | 28,524 | 0.00 | 0.00 | 486 | 1.73 | 03-31-2024 |
| BANK HAWAII | CORP COM | 2904 | $639,000 | 10,239 | 0.00 | 0.00 | -206 | -1.97 | 03-31-2024 |
