Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PRIME CAPITAL INVESTMENT ADVISORS LLC 01-24-2024 12-31-2023 976 6,627,570,854
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MONDELEZ INTL INC CL A Stock 351 $2,042,806 28,204 0.00 0.00 7,403 35.59 12-31-2023
ORTHOPEDIATRICS CORP COM Stock 352 $2,035,451 62,610 0.00 62,610 +Inf 12-31-2023
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 353 $2,011,308 3,964 0.00 0.00 1,610 68.39 12-31-2023
VANGUARD INDEX FDS MCAP VL IDXVIP ETF 354 $2,010,458 13,864 0.00 0.00 494 3.69 12-31-2023
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