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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON CTLS INTL PLC | SHS | 301 | $19,000 | 325 | 0.01 | 325 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI EAFE ETF | 302 | $19,000 | 255 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| VALMONT INDS INC | COM | 303 | $19,000 | 80 | 0.01 | 0.01 | 21 | 35.59 | 12-31-2023 |
| TETRA TECH INC NEW | COM | 304 | $19,000 | 116 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
