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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 201 | $223,508 | 7,166 | 0.00 | 7,166 | +Inf | 12-31-2023 | |
| QUALCOMM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -110 | -5.01 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 203 | $203,686 | 5,989 | 0.00 | 0.00 | -4,843 | -44.71 | 12-31-2023 |
| STRATEGIC ED INC | COM | 204 | $196,656 | 2,129 | 0.00 | 2,129 | +Inf | 12-31-2023 |
