Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | 01-30-2024 | 12-31-2023 | 1352 | 1,986,248,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON PETE CORP | COM | 1001 | $30,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HESS CORP | COM | 1002 | $30,000 | 209 | 0.00 | 0.00 | 3 | 1.46 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1003 | $29,000 | 353 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TE CONNECTIVITY LTD | SHS | 1004 | $29,000 | 208 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
