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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN DOW 30 DYNMC OVERWRT | SHS | 3001 | $602,000 | 41,059 | 0.00 | 0.00 | -854 | -2.04 | 03-31-2024 |
| ERIE INDTY | CO CL A | 3002 | $602,000 | 1,498 | 0.00 | 0.00 | 60 | 4.17 | 03-31-2024 |
| PIMCO ETF TR 15 | YR US TIPS | 3003 | $601,000 | 10,816 | 0.00 | 0.00 | -4,035 | -27.17 | 03-31-2024 |
| FLEXSHARES TR STOX | US ESG SLCT | 3004 | $601,000 | 4,749 | 0.00 | 0.00 | 162 | 3.53 | 03-31-2024 |
