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 |
|---|---|---|---|---|---|---|---|---|---|
| CDW CORP | COM | 451 | $8,000 | 35 | 0.00 | 0.00 | -5 | -12.50 | 12-31-2023 |
| NEUROONE MED TECHNOLOGIES CO | COM NEW | 452 | $8,000 | 5,000 | 0.00 | 5,000 | +Inf | 12-31-2023 | |
| ISHARES TR | US TREAS BD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TTEC HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -0.71 | 12-31-2023 |
