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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC COM | Stock | 151 | $31,850 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 152 | $31,110 | 247 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| ACCENTURE LTD BERMUDA CL A | Stock | 153 | $30,570 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | ETF | 154 | $30,211 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
