Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE FINANCIAL ADVISORS INC | 02-13-2024 | 12-31-2023 | 151 | 1,396,348,312 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | 51 | $1,161,109 | 7,067 | 0.00 | 0.00 | -95 | -1.33 | 12-31-2023 |
| INTEL CORP | COM | 52 | $1,128,215 | 22,452 | 0.00 | 0.00 | 504 | 2.30 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 53 | $1,093,537 | 32,888 | 0.00 | 0.00 | 5 | 0.02 | 12-31-2023 |
| TESLA INC | COM | 54 | $1,085,856 | 4,370 | 0.00 | 0.00 | -110 | -2.46 | 12-31-2023 |
