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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHAR HG YLD VLU SCORBD INDX ETF | UIE | 51 | $619,163 | 15,326 | 0.00 | 15,326 | +Inf | 06-30-2024 | |
| ALLIANZIM US LARGE CAP BUFFER20 ETF | UIE | 52 | $616,934 | 18,521 | 0.00 | 18,521 | +Inf | 06-30-2024 | |
| FRST TRST SMID CAP RSNG DIV ACH ETF | UIE | 53 | $597,246 | 17,893 | 0.00 | 17,893 | +Inf | 06-30-2024 | |
| INNOVATOR US EQY POWER BUFFER ETF | UIE | 54 | $583,123 | 16,064 | 0.00 | 16,064 | +Inf | 06-30-2024 |
