Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORS LLC | 04-15-2024 | 03-31-2024 | 686 | 4,290,308,864 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| POTLATCHDELTIC CORPORATION | COM | 501 | $423,791 | 9,013 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BNY MELLON MUN BD INFRASTRUC | COM SHS | 502 | $421,439 | 40,562 | 0.00 | 0.00 | -5,045 | -11.06 | 03-31-2024 |
| ISHARES TR | DOW JONES US ETF | 503 | $420,650 | 3,284 | 0.00 | 0.00 | 7 | 0.21 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 504 | $412,202 | 3,210 | 0.00 | 0.00 | 772 | 31.67 | 03-31-2024 |
