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 |
|---|---|---|---|---|---|---|---|---|---|
| COGNEX CORP | COM | 451 | $266,000 | 6,279 | 0.04 | 0.04 | 287 | 4.79 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 452 | $262,000 | 5,475 | 0.04 | 0.05 | -1,862 | -25.38 | 03-31-2024 |
| CELANESE CORP DEL | COM | 453 | $262,000 | 1,524 | 0.04 | 0.04 | -37 | -2.37 | 03-31-2024 |
| AGILON HEALTH INC | COM | Liquidated | $0 | 0 | 0.04 | 14,752 | +Inf | 12-31-2023 |
