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 3-7 YEAR TREASURY BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 44 | +Inf | 12-31-2023 | |
| S&P GLOBAL INC COM | Stock | 552 | $4,846 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 553 | $4,515 | 106 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PACER US SMALL CAP CASH COWS 100 ETF | ETF | 554 | $4,172 | 87 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
