Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION COM | Stock | 551 | $15,000 | 301 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| C4 THERAPEUTICS INC | Stock | 552 | $15,000 | 1,850 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BANK OF NOVA SCOTIA CMN | Stock | 553 | $15,000 | 292 | 0.00 | 0.00 | -250 | -46.13 | 06-30-2023 |
| INVESCO TR INVT GRADE MUNS COM | CEF | 554 | $15,000 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
