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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX HI YD ETF | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 | |
| CARRIER GLOBAL CORPORATION | COM | 152 | $14,985 | 220 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | Liquidated | $0 | 0 | 0.00 | 430 | +Inf | 06-30-2024 | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 06-30-2024 |
