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 | EXPND TEC SC ETF | 701 | $74,000 | 166 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST INDL RLTY TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 0.39 | 12-31-2023 |
| ZSCALER INC | COM | 703 | $73,000 | 330 | 0.00 | 0.00 | 25 | 8.20 | 12-31-2023 |
| JUNIPER NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
