Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE FINANCIAL ADVISORS INC | 02-13-2024 | 12-31-2023 | 151 | 1,396,348,312 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 101 | $403,902 | 3,669 | 0.00 | 0.00 | -89 | -2.37 | 12-31-2023 |
| ARCHER DANIELS MIDLAND CO | COM | 102 | $403,474 | 5,587 | 0.00 | 0.00 | 3 | 0.05 | 12-31-2023 |
| CARMAX INC | COM | 103 | $383,700 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PFIZER INC | COM | 104 | $382,652 | 13,291 | 0.00 | 0.00 | 43 | 0.32 | 12-31-2023 |
