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 |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 151 | $794,157 | 3,018 | 0.00 | 0.00 | -280 | -8.49 | 12-31-2023 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 152 | $791,836 | 7,684 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | 153 | $786,665 | 11,574 | 0.00 | 0.00 | 2 | 0.02 | 12-31-2023 |
| JOHNSON & JOHNSON | COM | 154 | $785,581 | 5,012 | 0.00 | 0.00 | -59 | -1.16 | 12-31-2023 |
