Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01-11-2024 | 12-31-2023 | 135 | 352,657,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAZARD LTD | SHS A | 101 | $377,815 | 10,857 | 0.00 | 0.00 | -1,301 | -10.70 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 102 | $368,374 | 21,849 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BOEING CO | COM | 103 | $367,270 | 1,409 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DISNEY WALT CO | COM | 104 | $367,205 | 4,067 | 0.00 | 0.00 | -403 | -9.02 | 12-31-2023 |
