Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | 01-30-2024 | 12-31-2023 | 1352 | 1,986,248,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG EAFE ETF | 651 | $89,000 | 1,395 | 0.00 | 0.00 | 43 | 3.18 | 12-31-2023 |
| WHEATON PRECIOUS METALS CORP | COM | 652 | $89,000 | 1,799 | 0.00 | 0.01 | -1,170 | -39.41 | 12-31-2023 |
| MONSTER BEVERAGE CORP NEW | COM | 653 | $89,000 | 1,546 | 0.00 | 0.01 | -358 | -18.80 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 654 | $88,000 | 181 | 0.00 | 0.01 | -106 | -36.93 | 12-31-2023 |
