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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW COM | Stock | 401 | $255,071 | 2,515 | 0.00 | 2,515 | +Inf | 03-31-2024 | |
| ISHARES CORE GROWTH ALLOCATION ETF | ETF | 402 | $239,381 | 4,300 | 0.00 | 4,300 | +Inf | 03-31-2024 | |
| AUTOLIV INC COM | Stock | 403 | $246,882 | 2,050 | 0.00 | 2,050 | +Inf | 03-31-2024 | |
| EATON VANCE TAX-MANAGED GLOBAL COM | CEF | 404 | $246,918 | 30,112 | 0.00 | 30,112 | +Inf | 03-31-2024 |
