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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT | Stock | 51 | $342,246 | 814 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD S&P 500 GROWTH ETF | ETF | 52 | $328,539 | 1,081 | 0.00 | 0.00 | -20 | -1.82 | 03-31-2024 |
| UNITED BANKSHARES INC WEST VA COM | Stock | 53 | $323,379 | 9,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 54 | $312,781 | 11,920 | 0.00 | 11,920 | +Inf | 03-31-2022 |
