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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON | TRUST BLUE CHIP GRWTH | 501 | $11,216,000 | 291,545 | 0.04 | 0.04 | 19,593 | 7.20 | 03-31-2024 |
| INVESCO EXCHANGE TRADED | FD T S&P500 QUALITY | 502 | $11,191,000 | 185,218 | 0.04 | 0.03 | 58,680 | 46.37 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F BETABUILDERS | I | 503 | $11,189,000 | 186,060 | 0.04 | 0.05 | -5,912 | -3.08 | 03-31-2024 |
| ISHARES | BITCOIN TR SHS | 504 | $11,178,000 | 276,214 | 0.04 | 276,214 | +Inf | 03-31-2024 |
