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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXTRON INC | COM | 501 | $7,483 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETF SER SOLUTIONS | HOYA CAP HOUSI | Liquidated | $0 | 0 | 0.00 | 208 | +Inf | 12-31-2023 | |
| REALTY INCOME CORP | COM | 503 | $7,358 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 504 | $7,342 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
