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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 201 | $7,535 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COTERRA ENERGY INC | COM | 202 | $7,497 | 265 | 0.00 | 265 | +Inf | 03-31-2024 | |
| SHELL PLC | SPON ADS | 203 | $7,327 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| BARCLAYS PLC | ADR | 204 | $7,294 | 700 | 0.00 | 700 | +Inf | 03-31-2024 |
