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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH | Common Stock | 351 | $12,260 | 26 | 0.00 | 0.00 | 13 | 100.00 | 12-31-2023 |
| ZIMMER BIOMET | Common Stock | 352 | $12,170 | 100 | 0.00 | 0.00 | 50 | 100.00 | 12-31-2023 |
| VANGUARD MATERIALS | MF Closed and MF Open | 353 | $11,776 | 62 | 0.00 | 0.00 | 31 | 100.00 | 12-31-2023 |
| UNITED AIRLINES | Common Stock | 354 | $11,718 | 284 | 0.00 | 0.00 | 142 | 100.00 | 12-31-2023 |
