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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 201 | $49,155 | 376 | 0.00 | 0.00 | -65 | -14.74 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | Liquidated | $0 | 0 | 0.00 | 1,045 | +Inf | 03-31-2024 | |
| BP PLC | SPONSORED ADR | 203 | $48,135 | 1,277 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 204 | $47,580 | 1,004 | 0.00 | 0.00 | 2 | 0.20 | 03-31-2024 |
