Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SHEAFF BROCK INVESTMENT ADVISORS LLC 02-08-2024 12-31-2023 481 1,292,580,819
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMERICAN ELEC PWR CO INC COM 451 $298,395 3,674 0.00 0.00 0 0.00 12-31-2023
GLOBAL X FDS NASDAQ 100 COVER 452 $296,168 17,080 0.00 0.00 0 0.00 12-31-2023
CORTEVA INC COM Liquidated $0 0 0.00 0.00 -405 -6.57 12-31-2023
PREFERRED BK LOS ANGELES CA COM NEW 454 $292,200 4,000 0.00 0.00 0 0.00 12-31-2023
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