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
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 601 $3,542 153 0.00 153 +Inf 12-31-2023
FAIR ISAAC CORP COM 602 $3,492 3 0.00 3 +Inf 12-31-2023
LIVE NATION ENTERTAINMENT IN COM 603 $3,463 37 0.00 37 +Inf 12-31-2023
DRAFTKINGS INC NEW COM CL A 604 $3,455 98 0.00 98 +Inf 12-31-2023
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