Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 02-07-2024 | 12-31-2023 | 748 | 271,031,851 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 151 | $376,373 | 3,420 | 0.00 | 0.00 | 762 | 28.67 | 12-31-2023 |
| OREILLY AUTOMOTIVE INC | COM | 152 | $376,232 | 396 | 0.00 | 396 | +Inf | 12-31-2023 | |
| ENBRIDGE INC | COM | 153 | $371,618 | 10,317 | 0.00 | 10,317 | +Inf | 12-31-2023 | |
| DEVON ENERGY CORP NEW | COM | 154 | $369,603 | 8,159 | 0.00 | 0.00 | -1,956 | -19.34 | 12-31-2023 |
