Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP LLC | 02-07-2024 | 12-31-2023 | 748 | 271,031,851 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COOPER COS INC | COM NEW | 551 | $4,920 | 13 | 0.00 | 13 | +Inf | 12-31-2023 | |
| DESCARTES SYS GROUP INC | COM | 552 | $4,874 | 58 | 0.00 | 58 | +Inf | 12-31-2023 | |
| SAIA INC | COM | 553 | $4,820 | 11 | 0.00 | 11 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE TRADED FD | INDXX NEXTG ETF | 554 | $4,757 | 62 | 0.00 | 62 | +Inf | 12-31-2023 |
