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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 1 3 YR TREAS BD | 251 | $209,193 | 2,558 | 0.00 | 2,558 | +Inf | 03-31-2024 | |
| NUVEEN AMT FREE QLTY MUN INC | COM | 252 | $209,112 | 18,890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK LTD DURATION INCOM | COM SHS | 253 | $208,394 | 14,853 | 0.00 | 0.00 | 2,149 | 16.92 | 03-31-2024 |
| INTEL CORP | COM | 254 | $207,847 | 4,706 | 0.00 | 4,706 | +Inf | 03-31-2024 |
