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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH | MF Closed and MF Open | 301 | $21,762 | 70 | 0.00 | 0.00 | 35 | 100.00 | 12-31-2023 |
| HARLEY DAVIDSON | Common Stock | 302 | $21,368 | 580 | 0.00 | 0.00 | 290 | 100.00 | 12-31-2023 |
| FIVE BELOW | Common Stock | 303 | $21,316 | 100 | 0.00 | 0.00 | 50 | 100.00 | 12-31-2023 |
| O REILLY AUTOMOTIVE | Common Stock | 304 | $20,902 | 22 | 0.00 | 0.00 | 11 | 100.00 | 12-31-2023 |
