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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST NORTH AMERICAN ENERG ETF | UIE | 351 | $7,631 | 251 | 0.00 | 251 | +Inf | 06-30-2024 | |
| NIKE INC CLASS B | COM | 352 | $7,612 | 101 | 0.00 | 101 | +Inf | 06-30-2024 | |
| FIRST TST NASDAQ CLEAN ED ID ETF | UIE | 353 | $7,593 | 223 | 0.00 | 223 | +Inf | 06-30-2024 | |
| TCW STRATEGIC INCOME CF | CEM | 354 | $7,499 | 1,582 | 0.00 | 1,582 | +Inf | 06-30-2024 |
