Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HALPERN FINANCIAL INC | 04-09-2024 | 03-31-2024 | 210 | 344,448,195 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP NEW CL A | REIT | 101 | $75,124 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | 102 | $69,844 | 931 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 103 | $69,015 | 945 | 0.00 | 0.00 | -4,980 | -84.05 | 03-31-2024 |
| UNITEDHEALTH GROUP | Stock | 104 | $68,961 | 150 | 0.00 | 0.00 | -35 | -18.92 | 03-31-2024 |
