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 |
|---|---|---|---|---|---|---|---|---|---|
| Ebay Inc | COM | 601 | $8,294 | 200 | 0.00 | 200 | +Inf | 12-31-2022 | |
| Perkinelmer Inc | COM | 602 | $7,993 | 57 | 0.00 | 0.00 | 57 | +Inf | 12-31-2022 |
| Vanguard Corp Bond Etf | COM | 603 | $7,906 | 102 | 0.00 | 0.00 | 102 | +Inf | 12-31-2022 |
| Adobe Systems Inc | COM | 604 | $7,740 | 23 | 0.00 | 0.00 | 23 | +Inf | 12-31-2022 |
