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
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF ETF 1601 $1,115,236 35,665 0.00 0.00 1,966 5.83 03-31-2023
ROYAL CARIBBEAN GROUP COM Stock 1602 $1,115,061 17,076 0.00 0.00 385 2.31 03-31-2023
LEIDOS HOLDINGS INC COM Stock 1603 $1,114,032 12,101 0.00 0.00 373 3.18 03-31-2023
WELLS FARGO CO NEW PERP PFD CNV A Convertible Preferred 1604 $1,113,403 956 0.00 0.00 44 4.82 03-31-2023
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