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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 801 | $2,222 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRIUMPH FINANCIAL INC | COM | 802 | $2,221 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| METTLER TOLEDO INTERNATIONAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 804 | $2,214 | 35 | 0.00 | 0.00 | -21 | -37.50 | 03-31-2024 |
