Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | 07-24-2024 | 06-30-2024 | 1419 | 550,608,651 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CHIPOTLE MEXICAN GRILL INC | COM | 1201 | $18,795 | 300 | 0.00 | 0.00 | 297 | 9900.00 | 06-30-2024 |
ISHARES TR | SHRT NAT MUN ETF | 1202 | $18,715 | 179 | 0.00 | 0.00 | -179 | -50.00 | 06-30-2024 |
EATON VANCE TAX-MANAGED DIVE | COM | 1203 | $18,687 | 1,330 | 0.00 | 0.00 | 19 | 1.45 | 06-30-2024 |
INVESCO EXCHANGE TRADED FD T | BUILDING & CONST | 1204 | $18,648 | 275 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |