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 |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 301 | $46,397 | 215 | 0.00 | 215 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 302 | $46,147 | 1,453 | 0.00 | 1,453 | +Inf | 12-31-2023 | |
| AIR PRODS & CHEMS INC | COM | 303 | $45,998 | 168 | 0.00 | 168 | +Inf | 12-31-2023 | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 304 | $45,204 | 886 | 0.00 | 886 | +Inf | 12-31-2023 |
