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 |
|---|---|---|---|---|---|---|---|---|---|
| COOPER COS INC | COM NEW | Liquidated | $0 | 0 | 0.07 | 0.05 | 231 | 22.51 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 302 | $470,000 | 5,566 | 0.07 | 0.06 | 0 | 0.00 | 03-31-2024 |
| RESMED INC | COM | 303 | $454,000 | 2,293 | 0.06 | 0.05 | 147 | 6.85 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 304 | $441,000 | 1,766 | 0.06 | 0.06 | -2 | -0.11 | 03-31-2024 |
