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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | LITHIUM BTRY ETF | 201 | $511,007 | 8,041 | 0.00 | 0.00 | 57 | 0.71 | 03-31-2023 |
| VMWARE INC | CL A COM | 202 | $508,015 | 4,069 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 203 | $505,836 | 5,509 | 0.00 | 5,509 | +Inf | 03-31-2023 | |
| CUMMINS INC | COM | 204 | $504,276 | 2,111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
