Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD | 04-26-2024 | 03-31-2024 | 840 | 6,344,869,921 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | COM | 501 | $1,311,082 | 9,540 | 0.00 | 0.00 | -580 | -5.73 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 502 | $1,306,971 | 17,867 | 0.00 | 0.00 | -5,893 | -24.80 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 503 | $1,304,797 | 24,056 | 0.00 | 0.00 | 2,739 | 12.85 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 504 | $1,284,954 | 9,791 | 0.00 | 0.00 | -336 | -3.32 | 03-31-2024 |
