Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1280 | 501,797,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC 29 | 351 | $230,447 | 9,989 | 0.00 | 0.00 | -361 | -3.49 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 352 | $230,294 | 4,457 | 0.00 | 4,457 | +Inf | 12-31-2023 | |
| GENERAL DYNAMICS CORP | COM | 353 | $227,731 | 877 | 0.00 | 0.00 | 57 | 6.95 | 12-31-2023 |
| AT&T INC | COM | 354 | $227,374 | 13,550 | 0.00 | 0.00 | -4,545 | -25.12 | 12-31-2023 |
