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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | ETF | 51 | $7,364,506 | 15,320 | 0.00 | 15,320 | +Inf | 03-31-2024 | |
| SYSCO CORP COM | Stock | 52 | $6,638,647 | 81,775 | 0.00 | 81,775 | +Inf | 03-31-2024 | |
| NUCOR CORP COM | Stock | 53 | $7,132,599 | 36,041 | 0.00 | 36,041 | +Inf | 03-31-2024 | |
| MCDONALDS CORP COM | Stock | 54 | $6,683,343 | 23,704 | 0.00 | 23,704 | +Inf | 03-31-2024 |
