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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | LATN AMER 40 ETF | 51 | $4,102,000 | 144,235 | 0.58 | 0.60 | 1,963 | 1.38 | 03-31-2024 |
| META PLATFORMS INC | CL A | 52 | $4,058,000 | 8,358 | 0.57 | 0.45 | -448 | -5.09 | 03-31-2024 |
| ABBVIE INC | COM | 53 | $3,981,000 | 21,861 | 0.56 | 0.51 | -818 | -3.61 | 03-31-2024 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 54 | $3,407,000 | 33,889 | 0.48 | 0.52 | -1,869 | -5.23 | 03-31-2024 |
