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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC COM | Stock | 451 | $3,116 | 18 | 0.00 | 18 | +Inf | 06-30-2022 | |
| BORG WARNER AUTOMOTIVE INC | Stock | 452 | $3,107 | 64 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| CENCORA INC COM | Stock | 453 | $3,091 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| BLUE OWL CAPITAL CORPORATION COM | CEF | 454 | $3,060 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
