Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01-11-2024 | 12-31-2023 | 135 | 352,657,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN S&P 500 DYNAMIC OVERW | COM | 51 | $713,227 | 47,422 | 0.00 | 0.00 | -281 | -0.59 | 12-31-2023 |
| AT&T INC | COM | 52 | $708,742 | 42,237 | 0.00 | 0.00 | 740 | 1.78 | 12-31-2023 |
| CONSOLIDATED EDISON INC | COM | 53 | $666,868 | 7,331 | 0.00 | 0.00 | 9 | 0.12 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 54 | $647,096 | 17,210 | 0.00 | 0.00 | 6,244 | 56.94 | 12-31-2023 |
