Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FORTITUDE ADVISORY GROUP LLC | 05-02-2024 | 03-31-2024 | 218 | 177,006,211 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
KINDER MORGAN INC DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -600 | -5.51 | 03-31-2024 |
BNY MELLON STRATEGIC MUNS IN | COM | 302 | $170,044 | 27,876 | 0.00 | 0.00 | 1,000 | 3.72 | 03-31-2024 |
FORD MTR CO DEL | COM | 303 | $165,120 | 12,434 | 0.00 | 0.00 | -4,627 | -27.12 | 03-31-2024 |
INVESCO EXCH TRADED FD TR II | PFD ETF | 304 | $164,728 | 13,866 | 0.00 | 13,866 | +Inf | 03-31-2024 |