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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 401 | $209,459 | 828 | 0.00 | 0.00 | 5 | 0.61 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 402 | $208,630 | 3,875 | 0.00 | 3,875 | +Inf | 12-31-2023 | |
| ALLIANCEBERNSTEIN NATL MUN I | COM | 403 | $207,553 | 19,147 | 0.00 | 0.00 | -283 | -1.46 | 12-31-2023 |
| APTIV PLC | SHS | 404 | $206,984 | 2,307 | 0.00 | 0.00 | -123 | -5.06 | 12-31-2023 |
