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 |
|---|---|---|---|---|---|---|---|---|---|
| TOLL BROTHERS INC | COM | 1001 | $25,698 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 1002 | $25,544 | 265 | 0.00 | 0.00 | -983 | -78.77 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1003 | $25,419 | 683 | 0.00 | 0.00 | 3 | 0.44 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 1004 | $25,200 | 533 | 0.00 | 0.00 | 2 | 0.38 | 12-31-2023 |
