Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORECAP ADVISORS LLC | 01-12-2024 | 12-31-2023 | 603 | 1,548,752,581 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.07 | -493 | -10.07 | 06-30-2023 |
| FORD MTR CO DEL | COM | 502 | $1,055,051 | 86,551 | 0.00 | 0.00 | -17,265 | -16.63 | 12-31-2023 |
| FIRST SOLAR INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.04 | 3,701 | 111.04 | 06-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 504 | $1,046,909 | 20,261 | 0.00 | 0.00 | -511 | -2.46 | 12-31-2023 |
