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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 51 | $1,007,758 | 4,792 | 0.00 | 0.00 | -54 | -1.11 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 52 | $973,162 | 8,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $929,805 | 8,413 | 0.00 | 0.00 | -142 | -1.66 | 03-31-2024 |
| DISNEY WALT CO | COM | 54 | $876,926 | 7,167 | 0.00 | 0.00 | -503 | -6.56 | 03-31-2024 |
