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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED | FD NASDQ CLN EDGE | 601 | $9,001,000 | 78,535 | 0.03 | 0.04 | -4,685 | -5.63 | 03-31-2024 |
ISHARES TR MRGSTR | MD CP GRW | 602 | $8,949,000 | 126,608 | 0.03 | 0.06 | -94,581 | -42.76 | 03-31-2024 |
ISHARES TR INVESTMENT | GRADE | Liquidated | $0 | 0 | 0.04 | 0.03 | 38,959 | 22.66 | 12-31-2023 |
INNOVATOR ETFS | TRUST US EQTY PWR BUF | 604 | $8,934,000 | 235,229 | 0.03 | 235,229 | +Inf | 03-31-2024 |