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 |
|---|---|---|---|---|---|---|---|---|---|
| UBS GROUP AG | SHS | 251 | $4,105 | 136 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 252 | $4,054 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 253 | $3,900 | 145 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ASML HOLDING N V | N Y REGISTRY SHS | 254 | $3,747 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
