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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 151 | $904,351 | 11,271 | 0.00 | 0.00 | -771 | -6.40 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 152 | $895,645 | 15,185 | 0.00 | 0.00 | 11,676 | 332.74 | 03-31-2024 |
| ARCTURUS THERAPEUTICS HLDGS | COM | 153 | $885,117 | 28,072 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 154 | $883,799 | 4,314 | 0.00 | 0.00 | -4,085 | -48.64 | 03-31-2024 |
