Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTMAN ADVISORS INC | 11-14-2023 | 09-30-2023 | 91 | 160,215,007 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT BUFER | 1 | $16,836,249 | 433,235 | 0.01 | 0.01 | 4,226 | 0.99 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 2 | $5,363,559 | 40,987 | 0.00 | 0.00 | 5,880 | 16.75 | 09-30-2023 |
| APPLE INC | COM | 3 | $4,813,653 | 28,115 | 0.00 | 0.00 | 3,256 | 13.10 | 09-30-2023 |
| MICROSOFT CORP | COM | 4 | $4,503,500 | 14,263 | 0.00 | 0.00 | -99 | -0.69 | 09-30-2023 |
