Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOISAND FITZGERALD TAMAYO LLC | 04-16-2024 | 03-31-2024 | 579 | 653,805,398 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $235,147 | 834 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYAL CARIBBEAN GROUP | COM | 102 | $220,609 | 1,587 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 103 | $218,371 | 549 | 0.00 | 0.00 | -25 | -4.36 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 104 | $217,360 | 765 | 0.00 | 0.00 | 5 | 0.66 | 03-31-2024 |
