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 |
|---|---|---|---|---|---|---|---|---|---|
| DBX ETF TR | XTRACK MSCI EAFE | 1451 | $7,000 | 268 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 1452 | $7,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U.S. REAL ES ETF | 1453 | $7,000 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | Liquidated | $0 | 0 | 0.00 | 286 | +Inf | 12-31-2023 |
