Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORY SERVICES LLC | 04-25-2024 | 03-31-2024 | 952 | 933,733,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 401 | $411,436 | 7,022 | 0.00 | 0.00 | -1,020 | -12.68 | 03-31-2024 |
| WP CAREY INC | COM | 402 | $407,328 | 7,217 | 0.00 | 0.00 | -141 | -1.92 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST FD OF NS | 403 | $406,989 | 14,366 | 0.00 | 14,366 | +Inf | 03-31-2024 | |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 404 | $405,798 | 22,358 | 0.00 | 0.00 | 4,470 | 24.99 | 03-31-2024 |
