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 |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | COM | 351 | $218,574 | 1,936 | 0.00 | 0.00 | 76 | 4.09 | 03-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 352 | $217,205 | 4,440 | 0.00 | 4,440 | +Inf | 03-31-2023 | |
| PROLOGIS INC. | COM | 353 | $216,927 | 1,739 | 0.00 | 0.00 | -200 | -10.31 | 03-31-2023 |
| PALANTIR TECHNOLOGIES INC | CL A | 354 | $211,512 | 25,031 | 0.00 | 0.00 | 236 | 0.95 | 03-31-2023 |
