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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC GLB ENR PROD | ETF | 4551 | $231,000 | 8,705 | 0.00 | 0.00 | -3,420 | -28.21 | 03-31-2024 |
| ATLANTIC UN BANKSHARES | CORP COM | 4552 | $231,000 | 6,552 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD BULSHS | 2028 MUNI | 4553 | $231,000 | 9,828 | 0.00 | 0.00 | 43 | 0.44 | 03-31-2024 |
| ISHARES | TR US TELECOM ETF | 4554 | $230,000 | 10,459 | 0.00 | 0.00 | 1,148 | 12.33 | 03-31-2024 |
