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Notable people
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Lucinda Falk, Andrew D. Wingate
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Signature - Title
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Kristen Breault - Chief Compliance Officer
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Location
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Summit, NJ
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Holdings as of
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March 31, 2024
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Value $
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$4.02B
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Num holdings
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193
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Date filed
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5/14/2024, 01:05 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included AAPL, SPY, IWF, IVV, and IJH.
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Options Holdings
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Showing stock holdings,
see here
for options holdings