Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOEL ISAACSON & CO LLC | 04-22-2023 | 03-31-2023 | 327 | 1,391,505,041 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 101 | $1,351,647 | 70,215 | 0.00 | 0.00 | -2,172 | -3.00 | 03-31-2023 |
| ACV AUCTIONS INC | COM CL A | 102 | $1,350,063 | 104,575 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 103 | $1,305,693 | 5,344 | 0.00 | 0.00 | 258 | 5.07 | 03-31-2023 |
| WELLS FARGO CO NEW | COM | 104 | $1,297,226 | 34,704 | 0.00 | 0.00 | 6,874 | 24.70 | 03-31-2023 |
