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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN REAL ESTATE INCOME FD | COM | 301 | $173,999 | 22,775 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BNY MELLON STRATEGIC MUNS IN | COM | 302 | $170,601 | 27,876 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 303 | $160,160 | 13,867 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
| WESTERN ASSET MUN HIGH INCOM | COM | 304 | $155,601 | 22,950 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
