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 |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL CARIBBEAN GROUP | COM | 151 | $14,059 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 152 | $13,867 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 153 | $13,726 | 208 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | JAPN HEDGE EQT | 154 | $13,603 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
