Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JUNCTURE WEALTH STRATEGIES LLC 04-05-2024 03-31-2024 109 232,404,932
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUS 1000 ETF 201 $262,971 913 0.00 0.00 0 0.00 03-31-2024
PULTE GROUP INC COM 202 $243,532 2,019 0.00 0.00 0 0.00 03-31-2024
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 203 $242,348 4,564 0.00 0.00 -810 -15.07 03-31-2024
AXCELIS TECHNOLOGIES INC COM NEW 204 $240,214 2,154 0.00 0.00 -3,458 -61.62 03-31-2024
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