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 |
|---|---|---|---|---|---|---|---|---|---|
| Constellation Brand | COM | 501 | $18,540 | 80 | 0.00 | 0.01 | 80 | +Inf | 12-31-2022 |
| Abbvie Inc | COM | 502 | $18,262 | 113 | 0.00 | 0.09 | 113 | +Inf | 12-31-2022 |
| Targa Resources Corp | COM | 503 | $18,154 | 247 | 0.00 | 0.01 | 247 | +Inf | 12-31-2022 |
| ROK | COM | 504 | $18,030 | 70 | 0.00 | 0.01 | 70 | +Inf | 12-31-2022 |
