Certified Advisory Corp
Q1 2023 13F Detailed Holdings
Location
Altamonte Springs, FL
Holdings as of
3/31/2023
Value ($000)
$562,572
Num holdings
333
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/14/2023
Next filing
8/14/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2023 to
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2023 Q1 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
ZACKS INVESTMENT MANAGEMENT
028-04587