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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 201 | $520,904 | 2,321 | 0.00 | 0.00 | 298 | 14.73 | 03-31-2024 |
| ROYAL CARIBBEAN GROUP | COM | Liquidated | $0 | 0 | 0.00 | 3,984 | +Inf | 03-31-2024 | |
| FORTIVE CORP | COM | 203 | $514,895 | 7,046 | 0.00 | 0.00 | -729 | -9.38 | 03-31-2024 |
| M & T BK CORP | COM | 204 | $510,349 | 3,833 | 0.00 | 0.00 | 87 | 2.32 | 03-31-2024 |
