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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 251 | $90,505 | 2,688 | 0.00 | 2,688 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFLI INTRMDIT | 252 | $89,164 | 3,122 | 0.00 | 3,122 | +Inf | 12-31-2023 | |
| MEDTRONIC PLC | SHS | 253 | $89,135 | 1,082 | 0.00 | 0.00 | -1,441 | -57.11 | 12-31-2023 |
| M & T BK CORP | COM | 254 | $87,869 | 642 | 0.00 | 0.00 | -3,581 | -84.80 | 12-31-2023 |
