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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | GENOMIC BIOTECH | 451 | $217,000 | 18,732 | 0.01 | 0.01 | 1,537 | 8.94 | 12-31-2023 |
| ISHARES TR | INTL DIV GRWTH | 452 | $216,000 | 3,339 | 0.01 | 0.00 | 2,731 | 449.18 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | 453 | $213,000 | 2,024 | 0.01 | 0.01 | 86 | 4.44 | 12-31-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 454 | $212,000 | 2,188 | 0.01 | 0.01 | -113 | -4.91 | 12-31-2023 |
