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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL | CORP NEW COM | 51 | $87,915,000 | 119,999 | 0.34 | 0.31 | 9,868 | 8.96 | 03-31-2024 |
| ABBVIE | INC COM | 52 | $87,264,000 | 479,210 | 0.34 | 0.32 | -8,532 | -1.75 | 03-31-2024 |
| HOME DEPOT | INC COM | 53 | $86,432,000 | 225,317 | 0.33 | 0.32 | 11,518 | 5.39 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $85,661,000 | 374,736 | 0.33 | 0.34 | -1,524 | -0.41 | 03-31-2024 |
