Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 157 | 440,350,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 101 | $846,234 | 2,362 | 0.00 | 0.00 | -838 | -26.19 | 09-30-2023 |
| SPDR GOLD TR | GOLD SHS | 102 | $797,414 | 4,651 | 0.00 | 0.00 | -1,573 | -25.27 | 09-30-2023 |
| ISHARES GOLD TR | ISHARES NEW | 103 | $788,430 | 22,533 | 0.00 | 0.00 | 2,842 | 14.43 | 09-30-2023 |
| PEPSICO INC | COM | 104 | $742,994 | 4,385 | 0.00 | 0.00 | 1,157 | 35.84 | 09-30-2023 |
