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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 151 | $88,572 | 716 | 0.00 | 716 | +Inf | 06-30-2024 | |
| WALMART INC | COM | 152 | $88,325 | 1,304 | 0.00 | 1,304 | +Inf | 06-30-2024 | |
| VANGUARD SMALL CAP ETF | UIE | 153 | $88,202 | 405 | 0.00 | 405 | +Inf | 06-30-2024 | |
| ABBVIE INC | COM | 154 | $83,686 | 488 | 0.00 | 488 | +Inf | 06-30-2024 |
