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 |
|---|---|---|---|---|---|---|---|---|---|
| WOLFSPEED INC COM | Stock | 351 | $550,028 | 18,645 | 0.00 | 18,645 | +Inf | 03-31-2024 | |
| BK OF AMERICA CORP 7.25CNV PFD L | Convertible Preferred | 352 | $333,053 | 279 | 0.00 | 279 | +Inf | 03-31-2024 | |
| APOLLO GLOBAL MGMT INC COM | Stock | 353 | $1,940,018 | 17,252 | 0.00 | 17,252 | +Inf | 03-31-2024 | |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 354 | $408,325 | 1,635 | 0.00 | 1,635 | +Inf | 03-31-2024 |
