Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORT POINT CAPITAL PARTNERS LLC 02-09-2024 12-31-2023 301 703,843,579
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $78,840,130 165,871 0.01 0.01 -1,377 -0.82 12-31-2023
EXXON MOBIL CORP COM 2 $45,953,907 459,631 0.01 0.01 151,593 49.21 12-31-2023
ISHARES TR CORE US AGGBD ET 3 $26,204,945 264,030 0.00 0.01 -136,097 -34.01 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 4 $24,475,774 56,034 0.00 0.00 -3,007 -5.09 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6