Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 05-15-2023 | 03-31-2023 | 2311 | 22,759,711,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENVISTA HOLDINGS CORPORATION COM | Stock | 1501 | $1,258,368 | 30,782 | 0.00 | 0.00 | -8,805 | -22.24 | 03-31-2023 |
| RESMED INC COM | Stock | 1502 | $1,256,147 | 5,736 | 0.00 | 0.00 | -1,370 | -19.28 | 03-31-2023 |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | ETF | 1503 | $1,255,432 | 13,697 | 0.00 | 0.00 | 14 | 0.10 | 03-31-2023 |
| ISHARES EXPANDED TECH SECTOR ETF | ETF | 1504 | $1,254,805 | 3,698 | 0.00 | 0.00 | -2,121 | -36.45 | 03-31-2023 |
