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 HORIZON CORPORATION | COM | 351 | $16,294 | 1,058 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 352 | $16,251 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 353 | $16,219 | 151 | 0.00 | 0.00 | -120 | -44.28 | 03-31-2024 |
| PRIORITY TECHNOLOGY HLDGS IN | COM | Liquidated | $0 | 0 | 0.00 | 5,000 | +Inf | 12-31-2023 |
