Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 04-30-2024 | 03-31-2024 | 285 | 251,258,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XYLEM INC | COM | 51 | $99,300 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 52 | $97,599 | 406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 53 | $93,840 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
| ALPHABET INC | CAP STK CL C | 54 | $91,188 | 525 | 0.00 | 0.00 | -120 | -18.60 | 03-31-2024 |
