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 |
|---|---|---|---|---|---|---|---|---|---|
| ESTABLISHMENT LABS HLDGS | INC COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN CENTY ETF TR AVANTIS | ALL EQT | 3902 | $330,000 | 4,731 | 0.00 | 4,731 | +Inf | 03-31-2024 | |
| XAI OCTAGON FLOATING RATE & | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 30,365 | 192.46 | 03-31-2024 |
| ALPS | ETF TR CLEAN ENERGY | 3904 | $328,000 | 11,053 | 0.00 | 0.00 | -1,304 | -10.55 | 03-31-2024 |
