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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC COM | Stock | 51 | $453,611 | 1,086 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP COM | Stock | 52 | $427,578 | 940 | 0.00 | 0.00 | -69 | -6.84 | 03-31-2024 |
| VANGUARD LARGE-CAP ETF | ETF | 53 | $417,873 | 1,743 | 0.00 | 0.00 | 6 | 0.35 | 03-31-2024 |
| DISNEY WALT CO COM | Stock | 54 | $407,459 | 3,330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
