Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KADES & CHEIFETZ LLC | 08-12-2024 | 06-30-2024 | 92 | 159,039,630 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | SHRT HGH YLD MUN | 51 | $1,582,281 | 70,732 | 0.00 | 0.00 | -7,423 | -9.50 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 52 | $1,228,282 | 6,697 | 0.00 | 0.00 | -26 | -0.39 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 53 | $1,183,312 | 2,470 | 0.00 | 0.00 | -1 | -0.04 | 06-30-2024 |
| CUMMINS INC | COM | 54 | $1,111,384 | 4,013 | 0.00 | 0.00 | -9 | -0.22 | 06-30-2024 |
