Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTITUDE FAMILY OFFICE LLC | 04-11-2024 | 03-31-2024 | 972 | 148,680,415 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC COM | REIT | 301 | $21,117 | 226 | 0.00 | 0.00 | 35 | 18.32 | 03-31-2024 |
| ATMOS ENERGY CORP COM | Stock | 302 | $20,921 | 176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CME GROUP INC COM | Stock | 303 | $20,883 | 97 | 0.00 | 0.00 | 9 | 10.23 | 03-31-2024 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 406 | +Inf | 03-31-2024 |
