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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERPUBLIC GROUP COS INC | COM | 751 | $215,983 | 6,619 | 0.00 | 6,619 | +Inf | 03-31-2024 | |
| NEUBERGER BERMAN HIGH YIELD | COM | 752 | $215,839 | 26,779 | 0.00 | 0.00 | -1,983 | -6.89 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 753 | $214,856 | 2,820 | 0.00 | 2,820 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 754 | $214,334 | 4,353 | 0.00 | 0.00 | -1,416 | -24.54 | 03-31-2024 |
