Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWERPOINT WEALTH LLC | 01-23-2024 | 12-31-2023 | 79 | 183,456,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 51 | $634,746 | 16,699 | 0.00 | 0.00 | 4,044 | 31.96 | 12-31-2023 |
| ABBOTT LABS | COM | 52 | $608,636 | 5,530 | 0.00 | 0.00 | 15 | 0.27 | 12-31-2023 |
| VANECK ETF TRUST | JP MRGAN EM LOC | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,622 | -41.13 | 12-31-2023 |
| AT&T INC | COM | 54 | $583,310 | 34,762 | 0.00 | 0.00 | -15,634 | -31.02 | 12-31-2023 |
