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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 151 | $237,989 | 1,865 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENTERPRISE PRODS PARTNERS L | COM | 152 | $232,204 | 8,812 | 0.00 | 0.00 | 146 | 1.68 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 153 | $231,107 | 510 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WELLS FARGO CO NEW | COM | 154 | $229,241 | 4,657 | 0.00 | 4,657 | +Inf | 12-31-2023 |
