Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALTMAN ADVISORS INC 04-20-2020 03-31-2020 76 107,686,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST TR EXCHNG TRADED FD VI US EQT DEEP DUFR 1 $5,308,000 192,737 4.93 192,737 +Inf 03-31-2020
NEXTERA ENERGY INC COM 2 $3,196,000 13,281 2.97 2.38 991 8.06 03-31-2020
BANK AMER CORP COM Liquidated $0 0 2.48 2.19 -487 -0.55 03-31-2020
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