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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC | COM | 251 | $25,236 | 531 | 0.00 | 531 | +Inf | 06-30-2024 | |
| SHERWIN WILLIAMS CO | COM | 252 | $25,068 | 84 | 0.00 | 84 | +Inf | 06-30-2024 | |
| ISHARES SILVER TRUST ETF | UIE | 253 | $24,577 | 925 | 0.00 | 925 | +Inf | 06-30-2024 | |
| SPDR NUVEN BLM SHT TM MPL BND ETF | UIE | 254 | $24,519 | 520 | 0.00 | 520 | +Inf | 06-30-2024 |
