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 |
|---|---|---|---|---|---|---|---|---|---|
| QUEST DIAGNOSTICS INC | COM | 351 | $35,297 | 256 | 0.00 | 256 | +Inf | 12-31-2023 | |
| BANK NEW YORK MELLON CORP | COM | 352 | $35,290 | 678 | 0.00 | 0.00 | -15,773 | -95.88 | 12-31-2023 |
| WELLS FARGO CO NEW | COM | 353 | $35,192 | 715 | 0.00 | 715 | +Inf | 12-31-2023 | |
| HEALTHEQUITY INC | COM | 354 | $34,874 | 526 | 0.00 | 526 | +Inf | 12-31-2023 |
