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
DIAGEO PLC SPON ADR NEW Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
APPLIED MATLS INC COM 302 $1,910 9 0.00 0.00 0 0.00 06-30-2024
SCHWAB CHARLES CORP COM 303 $1,826 28 0.00 0.00 0 0.00 06-30-2024
HDFC BANK LTD SPONSORED ADS Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
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