Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTERPOINT ADVISORS LLC | 01-16-2024 | 12-31-2023 | 444 | 254,424,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 251 | $24,000 | 330 | 0.01 | 0.01 | -6 | -1.79 | 12-31-2023 |
| SOUTHERN CO | COM | 252 | $24,000 | 346 | 0.01 | 0.01 | -16 | -4.42 | 12-31-2023 |
| RELIANCE STEEL &ALUMINUM CO | COM | 253 | $24,000 | 85 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| KEYCORP | COM | 254 | $24,000 | 1,650 | 0.01 | 1,650 | +Inf | 12-31-2023 |
