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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | EAFE GRWTH ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| XPERI INC | COMMON STOCK | 903 | $0 | 17 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TILRAY BRANDS INC | COM | 904 | $0 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
