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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US TREAS BD ETF | 1151 | $18,000 | 799 | 0.00 | 0.00 | -690 | -46.34 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 1152 | $18,000 | 404 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP VAL | 1153 | $18,000 | 215 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 1154 | $18,000 | 691 | 0.00 | 0.00 | -33 | -4.56 | 12-31-2023 |
