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 |
|---|---|---|---|---|---|---|---|---|---|
| BLUE OWL CAPITAL INC | COM CL A | 301 | $284,756 | 25,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| NORFOLK SOUTHN CORP | COM | 302 | $283,232 | 1,336 | 0.00 | 0.00 | -117 | -8.05 | 03-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 303 | $281,641 | 2,827 | 0.00 | 0.00 | 14 | 0.50 | 03-31-2023 |
| CHARTER COMMUNICATIONS INC N | CL A | 304 | $279,293 | 781 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
