Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FISHMAN JAY A LTD/MI | 04-23-2024 | 03-31-2024 | 90 | 905,142,024 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP ETF | com | 51 | $1,044,915 | 4,182 | 0.00 | 0.00 | -100 | -2.34 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | com | 52 | $941,470 | 15,500 | 0.00 | 0.00 | 12,350 | 392.06 | 03-31-2024 |
| COMCAST CORP NEW CL A | com | 53 | $932,025 | 21,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK AMERICA CORP COM | com | 54 | $910,080 | 24,000 | 0.00 | 0.00 | -37,712 | -61.11 | 03-31-2024 |
