Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1280 | 501,797,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | 251 | $368,778 | 9,410 | 0.00 | 0.00 | 859 | 10.05 | 12-31-2023 |
| PDD Holdings, Inc. | COM | 252 | $365,775 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOCUSIGN INC | COM | 253 | $365,618 | 6,150 | 0.00 | 0.00 | -6,491 | -51.35 | 12-31-2023 |
| ADOBE INC | COM | 254 | $363,330 | 609 | 0.00 | 0.00 | -32 | -4.99 | 12-31-2023 |
