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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | 651 | $2,560 | 101 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 652 | $2,469 | 52 | 0.00 | 52 | +Inf | 12-31-2023 | |
| VANECK HIGH YIELD MUNI ETF | ETF | 653 | $2,124 | 41 | 0.00 | 41 | +Inf | 12-31-2023 | |
| MEDTRONIC PLC SHS | Stock | 654 | $2,060 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
