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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS Corp. | COM | 551 | $14,910 | 160 | 0.00 | 0.01 | 160 | +Inf | 12-31-2022 |
| DOVER CORPORATION | COM | 552 | $14,895 | 110 | 0.00 | 0.00 | 110 | +Inf | 12-31-2022 |
| Duke Energy Corp. | COM | 553 | $14,831 | 144 | 0.00 | 0.00 | 144 | +Inf | 12-31-2022 |
| Ishares Global Timber | COM | 554 | $14,550 | 200 | 0.00 | 0.00 | 200 | +Inf | 12-31-2022 |
