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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | 151 | $85,399 | 5,914 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | 152 | $84,617 | 332 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VERTEX PHARMACEUTICALS INC | COM | 153 | $83,602 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 154 | $81,830 | 1,169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
