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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 351 | $378,000 | 11,874 | 0.05 | 0.06 | -1,653 | -12.22 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 352 | $376,000 | 2,408 | 0.05 | 0.06 | -418 | -14.79 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 353 | $375,000 | 3,200 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
| SNOWFLAKE INC | CL A | 354 | $374,000 | 2,316 | 0.05 | 0.05 | 627 | 37.12 | 03-31-2024 |
