Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOVAPOINT CAPITAL LLC | 04-16-2024 | 03-31-2024 | 136 | 285,395,679 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 101 | $1,417,073 | 7,760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 102 | $1,416,990 | 2,438 | 0.00 | 0.00 | 315 | 14.84 | 03-31-2024 |
| AMAZON COM INC | COM | 103 | $1,262,750 | 7,001 | 0.00 | 0.00 | 1,155 | 19.76 | 03-31-2024 |
| ISHARES TR | IBONDS DEC25 ETF | 104 | $1,196,601 | 48,231 | 0.00 | 0.00 | 6,897 | 16.69 | 03-31-2024 |
