Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP LLC | 05-02-2024 | 03-31-2024 | 218 | 177,006,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 51 | $735,516 | 24,452 | 0.00 | 24,452 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 52 | $730,912 | 7,883 | 0.00 | 0.00 | 273 | 3.59 | 03-31-2024 |
| STRYKER CORPORATION | COM | 53 | $702,857 | 1,964 | 0.00 | 0.00 | -3 | -0.15 | 03-31-2024 |
| COCA COLA CO | COM | 54 | $681,015 | 11,131 | 0.00 | 0.00 | -245 | -2.15 | 03-31-2024 |
