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 |
|---|---|---|---|---|---|---|---|---|---|
| AMCOR PLC ORD | Stock | 251 | $14,082 | 1,215 | 0.00 | 1,215 | +Inf | 09-30-2021 | |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 252 | $13,926 | 158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMCAST CORP NEW CL A | Stock | 253 | $13,788 | 332 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STANLEY BLACK & DECKER INC COM | Stock | 254 | $13,324 | 76 | 0.00 | 76 | +Inf | 09-30-2021 |
