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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 602 | $2,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 603 | $2,000 | 50 | 0.00 | 0.00 | -50 | -50.00 | 12-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 604 | $2,000 | 32 | 0.00 | 0.00 | 17 | 113.33 | 12-31-2023 |
