Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CENTERPOINT ADVISORS LLC 07-30-2024 06-30-2024 453 277,533,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $65,877,000 120,383 23.74 23.38 1,704 1.44 06-30-2024
ISHARES TR MSCI USA QLT FCT 2 $23,386,000 136,950 8.43 8.70 -4,281 -3.03 06-30-2024
ISHARES TR RUS 1000 ETF 3 $19,039,000 63,987 6.86 7.07 -1,507 -2.30 06-30-2024
ISHARES TR CORE S&P MCP ETF 4 $15,291,000 261,292 5.51 5.82 5,626 2.20 06-30-2024
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