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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | MULTISECTOR | Liquidated | $0 | 0 | 0.00 | 0.00 | 956 | 19.78 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 202 | $239,681 | 886 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 203 | $239,102 | 4,730 | 0.00 | 0.00 | -1,292 | -21.45 | 03-31-2024 |
| EATON VANCE TAX MNGED BUY WR | COM | 204 | $238,812 | 17,495 | 0.00 | 0.00 | 8 | 0.05 | 03-31-2024 |
