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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK SCIENCE & TECHNOLO | SHS | 901 | $40,000 | 1,195 | 0.00 | 0.00 | 268 | 28.91 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 902 | $40,000 | 3,465 | 0.00 | 0.00 | 1,655 | 91.44 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 903 | $40,000 | 275 | 0.00 | 0.00 | 1 | 0.36 | 12-31-2023 |
| INNOVATOR ETFS TR | EMERGING MKT PWR | 904 | $40,000 | 1,674 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
