Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTFEST L J & CO INC | 04-22-2024 | 03-31-2024 | 311 | 706,226,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 251 | $584,000 | 837 | 0.08 | 0.07 | -14 | -1.65 | 03-31-2024 |
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 252 | $581,000 | 581,041 | 0.08 | 0.24 | -1,044,619 | -64.26 | 03-31-2024 |
| DESPEGAR COM CORP | ORD SHS | 253 | $580,000 | 48,505 | 0.08 | 0.06 | 2,179 | 4.70 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 254 | $562,000 | 2,496 | 0.08 | 2,496 | +Inf | 03-31-2024 |
