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 |
|---|---|---|---|---|---|---|---|---|---|
| PERKINELMER INC COM | Stock | 351 | $14,213,748 | 106,662 | 0.00 | 0.00 | 1,575 | 1.50 | 03-31-2023 |
| INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | ETF | 352 | $14,191,207 | 419,734 | 0.00 | 419,734 | +Inf | 03-31-2023 | |
| PAYCHEX INC COM | Stock | 353 | $14,159,360 | 123,565 | 0.00 | 0.00 | 8,074 | 6.99 | 03-31-2023 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 354 | $14,047,972 | 36,444 | 0.00 | 0.00 | -2,394 | -6.16 | 03-31-2023 |
