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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN BETA US AGGREGTE BND ETF | UIE | 301 | $13,788 | 304 | 0.00 | 304 | +Inf | 06-30-2024 | |
| SPDR S&P 600 SMALL CAP GROWTH ETF | UIE | 302 | $13,383 | 156 | 0.00 | 156 | +Inf | 06-30-2024 | |
| VANGUARD FINANCIALS ETF | UIE | 303 | $13,198 | 132 | 0.00 | 132 | +Inf | 06-30-2024 | |
| INNOVATOR US EQTY ACCLRTD 9 BUFF ETF | UIE | 304 | $12,913 | 400 | 0.00 | 400 | +Inf | 06-30-2024 |
