Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORTITUDE FAMILY OFFICE LLC 04-11-2024 03-31-2024 972 148,680,415
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UBS GROUP AG SHS Stock 901 $2,273 74 0.00 0.00 0 0.00 03-31-2024
BROWN FORMAN CORP CL B Stock 902 $2,271 44 0.00 0.00 0 0.00 03-31-2024
AGNC INVT CORP COM REIT 903 $2,267 229 0.00 0.00 0 0.00 03-31-2024
CLEAN ENERGY FUELS CORP COM Stock Liquidated $0 0 0.00 590 +Inf 03-31-2024
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