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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP COM | Stock | 301 | $10,232 | 88 | 0.00 | 88 | +Inf | 06-30-2022 | |
| FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | ETF | 302 | $10,159 | 169 | 0.00 | 169 | +Inf | 03-31-2021 | |
| MONDELEZ INTL INC CL A | Stock | 303 | $9,856 | 145 | 0.00 | 0.00 | -200 | -57.97 | 03-31-2024 |
| ISHARES GLOBAL REIT ETF | ETF | 304 | $9,815 | 336 | 0.00 | 336 | +Inf | 03-31-2022 |
