Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORT POINT CAPITAL PARTNERS LLC | 02-09-2024 | 12-31-2023 | 301 | 703,843,579 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STOKE THERAPEUTICS INC | COM | 251 | $396,757 | 75,429 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 252 | $394,476 | 2,315 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 253 | $393,753 | 2,687 | 0.00 | 0.00 | -110 | -3.93 | 12-31-2023 |
| ISHARES TR | CORE MSCI INTL | 254 | $393,737 | 6,185 | 0.00 | 6,185 | +Inf | 12-31-2023 |
