Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 05-10-2024 | 03-31-2024 | 818 | 277,382,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 VAL ETF | 351 | $38,296 | 205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 352 | $38,288 | 956 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOK FINL CORP | COM NEW | 353 | $38,272 | 416 | 0.00 | 0.00 | -28 | -6.31 | 03-31-2024 |
| DOLBY LABORATORIES INC | COM CL A | 354 | $38,115 | 455 | 0.00 | 0.00 | -25 | -5.21 | 03-31-2024 |
