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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BROAD USD HIGH | 701 | $233,746 | 6,388 | 0.00 | 0.00 | 520 | 8.86 | 03-31-2024 |
| TJX COS INC NEW | COM | 702 | $233,271 | 2,300 | 0.00 | 2,300 | +Inf | 03-31-2024 | |
| MFS HIGH INCOME MUN TR | SH BEN INT | 703 | $232,320 | 64,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 704 | $232,178 | 6,035 | 0.00 | 6,035 | +Inf | 03-31-2024 |
