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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 351 | $6,750 | 71 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| NORFOLK SOUTHN CORP COM | Stock | 352 | $6,591 | 29 | 0.00 | 29 | +Inf | 06-30-2022 | |
| SAP SE SPON ADR | ADR | 353 | $6,461 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| CINCINNATI FINL CORP COM | Stock | 354 | $6,425 | 54 | 0.00 | 0.00 | -91 | -62.76 | 06-30-2022 |
