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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | Stock | 601 | $3,995 | 8 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P DIVIDEND ETF | ETF | 602 | $3,714 | 30 | 0.00 | 0.00 | 1 | 3.45 | 12-31-2023 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 603 | $3,711 | 48 | 0.00 | 48 | +Inf | 12-31-2023 | |
| ISHARES U.S. HEALTHCARE ETF | ETF | 604 | $3,444 | 12 | 0.00 | 0.00 | -3,854 | -99.69 | 12-31-2023 |
