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 |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 251 | $366,726 | 4,735 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 252 | $366,166 | 4,013 | 0.00 | 0.00 | 39 | 0.98 | 03-31-2023 |
| ISHARES TR | ISHARES BIOTECH | 253 | $365,964 | 2,833 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| CSX CORP | COM | 254 | $361,319 | 12,068 | 0.00 | 0.00 | -579 | -4.58 | 03-31-2023 |
