Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES LLC | 02-09-2024 | 12-31-2023 | 365 | 1,208,656,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 51 | $6,194,086 | 15,223 | 0.00 | 0.00 | 272 | 1.82 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 52 | $6,144,238 | 128,272 | 0.00 | 0.00 | 1,880 | 1.49 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 53 | $6,041,627 | 75,379 | 0.00 | 75,379 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P MCP ETF | 54 | $5,939,007 | 21,429 | 0.00 | 0.00 | 520 | 2.49 | 12-31-2023 |
