Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHEAFF BROCK INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 481 | 1,292,580,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL DISPLAY CORP | COM | 501 | $267,764 | 1,400 | 0.00 | 0.00 | -250 | -15.15 | 12-31-2023 |
| EATON VANCE TAX-MANAGED GLOB | COM | 502 | $266,970 | 34,359 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 503 | $266,487 | 2,685 | 0.00 | 0.00 | -13 | -0.48 | 12-31-2023 |
| CONSOLIDATED EDISON INC | COM | 504 | $265,815 | 2,922 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
