Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PINNACLE ASSOCIATES LTD | 04-26-2024 | 03-31-2024 | 840 | 6,344,869,921 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CONOCOPHILLIPS | COM | 151 | $11,777,605 | 92,533 | 0.00 | 0.00 | -1,041 | -1.11 | 03-31-2024 |
GENERAL DYNAMICS CORP | COM | 152 | $11,764,082 | 41,644 | 0.00 | 0.00 | 23 | 0.06 | 03-31-2024 |
SAREPTA THERAPEUTICS INC | COM | 153 | $11,692,568 | 90,318 | 0.00 | 0.00 | -1,633 | -1.78 | 03-31-2024 |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 154 | $11,583,356 | 383,301 | 0.00 | 0.00 | -2,224 | -0.58 | 03-31-2024 |