Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 07-24-2024 | 06-30-2024 | 1419 | 550,608,651 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 151 | $766,512 | 1,641 | 0.00 | 0.00 | -7 | -0.42 | 06-30-2024 |
| SCHWAB CHARLES CORP | COM | 152 | $765,713 | 10,391 | 0.00 | 0.00 | 127 | 1.24 | 06-30-2024 |
| ENBRIDGE INC | COM | 153 | $765,435 | 21,507 | 0.00 | 0.00 | -2,546 | -10.58 | 06-30-2024 |
| CLOUGH GLOBAL OPPORTUNITIES | SH BEN INT | 154 | $764,972 | 142,188 | 0.00 | 0.00 | 32,947 | 30.16 | 06-30-2024 |
