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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF | ETF | 501 | $6,736 | 64 | 0.00 | 64 | +Inf | 12-31-2023 | |
| PFIZER INC COM | Stock | 502 | $6,717 | 233 | 0.00 | 0.00 | 3 | 1.30 | 12-31-2023 |
| VANGUARD SMALL-CAP ETF | ETF | 503 | $6,187 | 29 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD S&P 500 ETF | ETF | 504 | $6,115 | 14 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
