Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORT POINT CAPITAL PARTNERS LLC | 02-09-2024 | 12-31-2023 | 301 | 703,843,579 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 351 | $247,690 | 817 | 0.00 | 817 | +Inf | 12-31-2023 | |
| WESTERN ASSET MANAGED MUNS F | COM | 352 | $245,534 | 24,143 | 0.00 | 24,143 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FDS | INF TECH ETF | 353 | $244,461 | 505 | 0.00 | 0.00 | -6 | -1.17 | 12-31-2023 |
| VILLAGE SUPER MKT INC | CL A NEW | 354 | $240,005 | 9,150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
