Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP LLC | 05-02-2024 | 03-31-2024 | 218 | 177,006,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 151 | $286,108 | 567 | 0.00 | 0.00 | -36 | -5.97 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 152 | $285,396 | 5,207 | 0.00 | 0.00 | -181 | -3.36 | 03-31-2024 |
| EATON VANCE LTD DURATION INC | COM | 153 | $282,005 | 28,924 | 0.00 | 0.00 | 5,795 | 25.06 | 03-31-2024 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 154 | $279,338 | 23,124 | 0.00 | 0.00 | 1,277 | 5.85 | 03-31-2024 |
