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 |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 51 | $524,000 | 1,750 | 0.21 | 0.20 | 0 | 0.00 | 12-31-2023 |
| MASTERCARD INCORPORATED | CL A | 52 | $502,000 | 1,177 | 0.20 | 0.20 | -7 | -0.59 | 12-31-2023 |
| ISHARES TR | GLOBAL ENERG ETF | 53 | $500,000 | 12,797 | 0.20 | 0.22 | -24 | -0.19 | 12-31-2023 |
| S&P GLOBAL INC | COM | 54 | $496,000 | 1,127 | 0.19 | 0.19 | -104 | -8.45 | 12-31-2023 |
