Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 05-15-2024 | 03-31-2024 | 2135 | 27,215,512,261 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | ETF | 1701 | $1,161,832 | 16,429 | 0.00 | 0.00 | -9,781 | -37.32 | 03-31-2024 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 1702 | $1,160,207 | 28,904 | 0.00 | 28,904 | +Inf | 03-31-2024 | |
| CASELLA WASTE SYS INC CL A | Stock | 1703 | $1,156,285 | 11,695 | 0.00 | 11,695 | +Inf | 03-31-2024 | |
| RPM INTL INC COM | Stock | 1704 | $1,156,166 | 9,720 | 0.00 | 0.00 | -10,160 | -51.11 | 03-31-2024 |
