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 |
|---|---|---|---|---|---|---|---|---|---|
| MELCO RESORTS AND ENTMNT LTD | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -150 | -37.50 | 12-31-2023 |
| ISHARES TR | 10-20 YR TRS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 653 | $1,000 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 654 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
