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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 1651 | $4,000 | 39 | 0.00 | 0.00 | -29 | -42.65 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 1652 | $3,000 | 48 | 0.00 | 0.00 | -1 | -2.04 | 12-31-2023 |
| ETF SER SOLUTIONS | VIDENT INTERNATI | 1653 | $3,000 | 114 | 0.00 | 0.00 | 3 | 2.70 | 12-31-2023 |
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 1654 | $3,000 | 51 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
