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 | U.S. MED DVC ETF | 551 | $5,977 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROCKET COS INC | COM CL A | 552 | $5,820 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WILLIS TOWERS WATSON PLC LTD | SHS | 553 | $5,775 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | U.S. FINLS ETF | Liquidated | $0 | 0 | 0.00 | 76 | +Inf | 12-31-2023 |
