Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR POINT ADVISORS INC | 08-14-2024 | 06-30-2024 | 569 | 121,762,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | UIE | 101 | $215,483 | 394 | 0.00 | 394 | +Inf | 06-30-2024 | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | UIE | 102 | $212,180 | 3,744 | 0.00 | 3,744 | +Inf | 06-30-2024 | |
| BNY MELLON US LARGE CAP CR EQ ETF | UIE | 103 | $205,626 | 1,981 | 0.00 | 1,981 | +Inf | 06-30-2024 | |
| WISDOMTREE 1 3 YR LADER TRSR ETF | UIE | 104 | $200,627 | 4,022 | 0.00 | 4,022 | +Inf | 06-30-2024 |
