Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRITONPOINT WEALTH LLC | 04-25-2024 | 03-31-2024 | 304 | 956,716,379 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $78,520,847 | 405,574 | 0.01 | 0.01 | -26,716 | -6.18 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $38,466,463 | 44,326 | 0.00 | 0.00 | -43,887 | -49.75 | 03-31-2024 |
| BROADSTONE NET LEASE INC | COM | 3 | $28,125,308 | 1,611,382 | 0.00 | 0.00 | -78,029 | -4.62 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $26,859,789 | 74,421 | 0.00 | 0.00 | -8,323 | -10.06 | 03-31-2024 |
