Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC 02-01-2023 12-31-2022 240 267,960,334
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Texas Instruments Inc. COM 401 $35,688 216 0.00 0.01 216 +Inf 12-31-2022
Pfizer Inc. COM 402 $35,561 694 0.00 694 +Inf 12-31-2022
Netflix Inc COM 403 $35,386 120 0.00 0.01 120 +Inf 12-31-2022
Vanguard Bond Index Fund COM 404 $35,228 474 0.00 474 +Inf 12-31-2022
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