Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 250 | 298,234,734 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 101 | $34,115 | 147 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 102 | $33,244 | 612 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HANNON ARMSTRONG SUST INFR C | COM | 103 | $32,770 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 104 | $32,749 | 560 | 0.00 | 0.00 | -700 | -55.56 | 06-30-2024 |
