Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 04-30-2024 | 03-31-2024 | 285 | 251,258,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | TRENDP US LAR CP | Liquidated | $0 | 0 | 0.00 | 851 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLIO S&P400 | 102 | $31,072 | 612 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUNDHOUND AI INC | CLASS A COM | 103 | $29,837 | 6,781 | 0.00 | 6,781 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | INDL | 104 | $29,807 | 243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
