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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTL MIDCAP DV | 1101 | $21,000 | 350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN PENNSYLVANIA QLT MUN | COM | 1102 | $21,000 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK MUNIYIELD PA QLTY | COM | 1103 | $21,000 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 1104 | $20,000 | 217 | 0.00 | 217 | +Inf | 12-31-2023 |
