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 |
|---|---|---|---|---|---|---|---|---|---|
| SCOTTS MIRACLE GRO CO | COM | 401 | $4,019 | 62 | 0.00 | 62 | +Inf | 06-30-2024 | |
| VERALTO CORP | COM | 402 | $3,914 | 41 | 0.00 | 41 | +Inf | 06-30-2024 | |
| FT VEST US EQY BUFF ETF | UIE | 403 | $3,902 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| ALCOA CORP | COM | 404 | $3,842 | 97 | 0.00 | 97 | +Inf | 06-30-2024 |
