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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC COM | Stock | 501 | $157,817 | 207 | 0.00 | 207 | +Inf | 03-31-2024 | |
| SPDR S&P BIOTECH ETF | ETF | Liquidated | $0 | 0 | 0.00 | 1,431 | +Inf | 12-31-2023 | |
| CALIFORNIA WTR SVC GROUP COM | Stock | 503 | $121,034 | 2,604 | 0.00 | 2,604 | +Inf | 03-31-2024 | |
| BRINKER INTL INC COM | Stock | 504 | $155,002 | 3,120 | 0.00 | 3,120 | +Inf | 03-31-2024 |
