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 |
|---|---|---|---|---|---|---|---|---|---|
| INSULET CORP COM | Stock | 2101 | $665,032 | 2,085 | 0.00 | 0.00 | -311 | -12.98 | 03-31-2023 |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | ETF | 2102 | $660,284 | 30,827 | 0.00 | 0.00 | -178 | -0.57 | 03-31-2023 |
| VALLEY NATL BANCORP COM | Stock | 2103 | $659,894 | 71,417 | 0.00 | 0.00 | -187 | -0.26 | 03-31-2023 |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 2104 | $659,814 | 4,749 | 0.00 | 0.00 | 35 | 0.74 | 03-31-2023 |
