Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1280 | 501,797,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 101 | $1,055,088 | 19,604 | 0.00 | 0.00 | 120 | 0.62 | 12-31-2023 |
| ISHARES TR | INTL SEL DIV ETF | 102 | $1,044,538 | 37,318 | 0.00 | 0.00 | -2,222 | -5.62 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 103 | $1,037,185 | 10,374 | 0.00 | 0.00 | 2,678 | 34.80 | 12-31-2023 |
| ISHARES TR | CORE TOTAL USD | 104 | $1,024,753 | 22,243 | 0.00 | 0.00 | -3,017 | -11.94 | 12-31-2023 |
