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 |
|---|---|---|---|---|---|---|---|---|---|
| MFS | HIGH YIELD MUN TR SH BEN INT | 5051 | $161,000 | 48,340 | 0.00 | 0.00 | 1,557 | 3.33 | 03-31-2024 |
| HIMS & HERS | HEALTH INC COM CL A | 5052 | $161,000 | 10,419 | 0.00 | 10,419 | +Inf | 03-31-2024 | |
| GAMCO NAT RES GOLD & | INCOME SH BEN INT | 5053 | $157,000 | 30,098 | 0.00 | 0.00 | -16,259 | -35.07 | 03-31-2024 |
| GLADSTONE LD | CORP COM | 5054 | $157,000 | 11,797 | 0.00 | 0.00 | -5,463 | -31.65 | 03-31-2024 |
