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 |
|---|---|---|---|---|---|---|---|---|---|
| TIDAL ETF TR II | TSLA OPTION INCM | Liquidated | $0 | 0 | 0.00 | 16,991 | +Inf | 12-31-2023 | |
| BANK NEW YORK MELLON CORP | COM | 552 | $229,020 | 4,400 | 0.00 | 4,400 | +Inf | 12-31-2023 | |
| DYNATRACE INC | COM NEW | 553 | $228,933 | 4,186 | 0.00 | 4,186 | +Inf | 12-31-2023 | |
| EATON VANCE ENHANCED EQUITY | COM | 554 | $225,126 | 13,578 | 0.00 | 0.00 | 34 | 0.25 | 12-31-2023 |
