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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE GROUP LP | Stock | 201 | $19,239 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROPER TECHNOLOGIES INC COM | Stock | 202 | $18,737 | 42 | 0.00 | 42 | +Inf | 09-30-2021 | |
| INTL BUSINESS MACHINES | Stock | 203 | $18,708 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EQT CORP COM | Stock | 204 | $18,595 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
