Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTIS GROUP ADVISORS LLC | 03-04-2024 | 12-31-2023 | 1292 | 403,932,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 101 | $457,624 | 2,565 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 102 | $446,533 | 1,608 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 103 | $440,472 | 16,338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 104 | $435,575 | 3,343 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
