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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ARTIFICIAL INTEL | 401 | $12,000 | 575 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GARMIN LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 403 | $11,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANECK ETF TRUST | LONG MUNI ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
