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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | LARGE CAP ETF | 1851 | $2,996 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
UNIVEST FINANCIAL CORPORATIO | COM | 1852 | $2,991 | 131 | 0.00 | 131 | +Inf | 06-30-2024 | |
HUNTINGTON BANCSHARES INC | COM | 1853 | $2,953 | 224 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FMC CORP | COM NEW | 1854 | $2,936 | 51 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |