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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO MUNI INCOME OPP TRST COM | CEF | 301 | $468,082 | 71,700 | 0.00 | 71,700 | +Inf | 03-31-2024 | |
| CAPITAL GROUP CORE BOND ETF | ETF | 302 | $445,797 | 17,150 | 0.00 | 17,150 | +Inf | 03-31-2024 | |
| ENOVIX CORPORATION COM | Stock | 303 | $288,080 | 35,965 | 0.00 | 35,965 | +Inf | 03-31-2024 | |
| AES CORP COM | Stock | 304 | $410,149 | 22,875 | 0.00 | 22,875 | +Inf | 03-31-2024 |
