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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES VIX SHORT-TERM FUTURES ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 402 | $11,282 | 221 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | ETF | 403 | $10,734 | 228 | 0.00 | 228 | +Inf | 12-31-2023 | |
| KENVUE INC COM | Stock | 404 | $10,722 | 498 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
