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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR LRG CP VL ALPHADEX | COM SHS | Liquidated | $0 | 0 | 0.00 | 448 | +Inf | 03-31-2024 | |
| REGIONS FINANCIAL CORP NEW | COM | 252 | $31,434 | 1,494 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| S & T BANCORP INC | COM | 253 | $30,476 | 950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOMINION ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 646 | +Inf | 03-31-2024 |
