Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 04-30-2024 | 03-31-2024 | 285 | 251,258,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ASML HOLDING N V | N Y REGISTRY SHS | 251 | $3,676 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENBRIDGE INC | COM | 252 | $3,582 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | HEALTH CAR ETF | 253 | $3,575 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 03-31-2024 |
