Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOVAPOINT CAPITAL LLC | 04-16-2024 | 03-31-2024 | 136 | 285,395,679 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PULTE GROUP INC | COM | 201 | $263,917 | 2,188 | 0.00 | 0.00 | 35 | 1.63 | 03-31-2024 |
| ISHARES TR | IBONDS DEC | 202 | $263,029 | 10,136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FLEXSHARES TR | STOX US ESG SLCT | 203 | $262,412 | 2,073 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2023 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
