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
INSULET CORP COM Stock 801 $21,254 124 0.00 124 +Inf 03-31-2024
STRATEGIC ED INC COM Stock 802 $34,568 332 0.00 332 +Inf 03-31-2024
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS ADR 803 $40,030 3,913 0.00 3,913 +Inf 03-31-2024
GABELLI EQUITY TR INC COM CEF 804 $33,120 6,000 0.00 6,000 +Inf 03-31-2024
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