Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTIS ADVISORS LLC | 02-13-2024 | 12-31-2023 | 265 | 147,414,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 317 | 223.24 | 12-31-2023 |
| POLESTAR AUTOMOTIVE HLDG UK ADS A | ADR | 302 | $22,600 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HP INC COM | Stock | 303 | $22,568 | 750 | 0.00 | 750 | +Inf | 12-31-2023 | |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 304 | $20,771 | 116 | 0.00 | 0.00 | 86 | 286.67 | 12-31-2023 |
