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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EMG MKT ETF | 251 | $341,164 | 15,243 | 0.00 | 0.00 | 3,243 | 27.02 | 03-31-2024 |
| DOW INC | COM | 252 | $339,131 | 6,425 | 0.00 | 0.00 | -2,854 | -30.76 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 253 | $334,920 | 6,221 | 0.00 | 0.00 | 527 | 9.26 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 254 | $322,121 | 1,685 | 0.00 | 0.00 | -385 | -18.60 | 03-31-2024 |
