Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 08-13-2024 | 06-30-2024 | 313 | 1,232,190,816 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 51 | $6,624,266 | 27,362 | 0.00 | 0.00 | 2,309 | 9.22 | 06-30-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 52 | $6,345,191 | 126,072 | 0.00 | 0.00 | -11,026 | -8.04 | 06-30-2024 |
| UNILEVER PLC | SPON ADR NEW | 53 | $6,111,116 | 111,131 | 0.00 | 0.00 | -887 | -0.79 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 54 | $5,549,823 | 35,480 | 0.00 | 0.00 | -1,493 | -4.04 | 06-30-2024 |
