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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 301 | $19,668,000 | 31 | 0.08 | 0.06 | 4 | 14.81 | 03-31-2024 |
| SELECT SECTOR SPDR | TR SBI CONS STPLS | 302 | $19,629,000 | 257,058 | 0.08 | 0.09 | -50,431 | -16.40 | 03-31-2024 |
| WISDOMTREE | TR ITL HDG QTLY DIV | 303 | $19,591,000 | 426,456 | 0.08 | 0.08 | -31,543 | -6.89 | 03-31-2024 |
| MICRON | TECHNOLOGY INC COM | 304 | $19,547,000 | 165,804 | 0.08 | 0.05 | 29,346 | 21.51 | 03-31-2024 |
