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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEARWAY ENERGY INC | CL A | 501 | $6,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TE CONNECTIVITY LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLAR LNG LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 1.42 | 12-31-2023 |
| ISHARES TR | ESG AWARE MSCI | 504 | $5,000 | 140 | 0.00 | 0.00 | 80 | 133.33 | 12-31-2023 |
