Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 07-31-2024 | 12-31-2023 | 1355 | 1,192,483,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $53,146,175 | 309,910 | 0.00 | 309,910 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE & CO COM | Stock | 2 | $32,931,111 | 164,411 | 0.00 | 164,411 | +Inf | 03-31-2024 | |
| BLACKSTONE INC COM | Stock | 3 | $26,739,564 | 203,545 | 0.00 | 203,545 | +Inf | 03-31-2024 | |
| MICROSOFT CORP COM | Stock | 4 | $28,209,340 | 67,050 | 0.00 | 67,050 | +Inf | 03-31-2024 |
