Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP LLC | 07-25-2024 | 06-30-2024 | 200 | 167,344,090 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 151 | $287,561 | 3,707 | 0.00 | 0.00 | -98 | -2.58 | 06-30-2024 |
| EATON VANCE LTD DURATION INC | COM | 152 | $286,664 | 29,432 | 0.00 | 0.00 | 508 | 1.76 | 06-30-2024 |
| WELLTOWER INC | COM | 153 | $285,854 | 2,742 | 0.00 | 0.00 | -15 | -0.54 | 06-30-2024 |
| SCHLUMBERGER LTD | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | -181 | -3.36 | 06-30-2024 |
