Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROTHSCHILD CAPITAL PARTNERS LLC | 08-09-2023 | 06-30-2023 | 28 | 271,344,398 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $33,666,548 | 173,718 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| ALPHABET INC | CAP STK CL A | 2 | $20,827,441 | 173,997 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | CORE US AGGBD ET | 3 | $20,200,816 | 206,236 | 0.01 | 0.01 | 59,685 | 40.73 | 06-30-2023 |
| AMAZON COM INC | COM | 4 | $16,207,137 | 124,326 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
