Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | 04-12-2024 | 03-31-2024 | 314 | 1,745,785,040 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 1,477 | +Inf | 12-31-2023 | |
| TERADYNE INC | COM | 302 | $417,526 | 3,892 | 0.00 | 0.00 | 176 | 4.74 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 303 | $417,151 | 7,425 | 0.00 | 0.00 | -550 | -6.90 | 03-31-2024 |
| BLACKROCK INC | COM | 304 | $409,239 | 513 | 0.00 | 0.00 | -164 | -24.22 | 03-31-2024 |
