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 |
|---|---|---|---|---|---|---|---|---|---|
| AVALONBAY CMNTYS INC COM | REIT | 401 | $4,684 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORTHERN TR CORP COM | Stock | 402 | $4,625 | 40 | 0.00 | 0.00 | -38 | -48.72 | 06-30-2021 |
| NETFLIX INC COM | Stock | 403 | $4,500 | 9 | 0.00 | 9 | +Inf | 09-30-2020 | |
| DUPONT DE NEMOURS INC COM | Stock | 404 | $3,943 | 58 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
