Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 04-18-2024 | 03-31-2024 | 1548 | 767,113,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA EUROPACIFIC PARTNE | SHS | 801 | $13,000 | 189 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 802 | $13,000 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| V F CORP | COM | 803 | $13,000 | 832 | 0.00 | 0.00 | 75 | 9.91 | 03-31-2024 |
| SPIRE INC | COM | 804 | $13,000 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
