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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | 201 | $45,853 | 441 | 0.00 | 441 | +Inf | 06-30-2024 | |
| HESS CORP | COM | 202 | $44,426 | 301 | 0.00 | 301 | +Inf | 06-30-2024 | |
| WALT DISNEY CO | COM | 203 | $44,284 | 446 | 0.00 | 446 | +Inf | 06-30-2024 | |
| VANGUARD FTSE EMERGING MARKETS ETF | UIE | 204 | $44,066 | 1,007 | 0.00 | 1,007 | +Inf | 06-30-2024 |
