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 |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | SPON ADR NEW | 301 | $1,941 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 12-31-2023 | |
| EASTMAN CHEM CO | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 12-31-2023 | |
| KELLANOVA | COM | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 12-31-2023 |
