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 |
|---|---|---|---|---|---|---|---|---|---|
| RB GLOBAL INC | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2024 | |
| BEYOND MEAT INC | COM | 1252 | $332 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 1253 | $326 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| NEW YORK CMNTY BANCORP INC | COM | 1254 | $325 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
