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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANCO NEVADA | Common Stock | 251 | $39,006 | 352 | 0.00 | 0.00 | 176 | 100.00 | 12-31-2023 |
| MEDTRONIC PLC | Common Stock | 252 | $37,894 | 460 | 0.00 | 0.00 | 230 | 100.00 | 12-31-2023 |
| EATON VANCE | MF Closed and MF Open | 253 | $37,440 | 2,000 | 0.00 | 0.00 | 1,000 | 100.00 | 12-31-2023 |
| COCA COLA COMPANY | Common Stock | 254 | $37,360 | 634 | 0.00 | 0.00 | 317 | 100.00 | 12-31-2023 |
