Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FRIEDENTHAL FINANCIAL 07-16-2024 06-30-2024 223 160,390,803
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES 251 $837,244 26,213 0.00 0.00 -11,295 -30.11 06-30-2024
AMERICAN EXPRESS CO COM Liquidated $0 0 0.00 3,653 +Inf 06-30-2024
EQUITABLE HLDGS INC COM 253 $831,256 20,344 0.00 20,344 +Inf 06-30-2024
INTUITIVE SURGICAL INC COM NEW Liquidated $0 0 0.00 2,074 +Inf 06-30-2024
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