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 |
|---|---|---|---|---|---|---|---|---|---|
| AMARIN CORP PLC SPONS ADR NEW | ADR | 551 | $1,370 | 1,292 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LYONDELLBASELL | Stock | 552 | $1,353 | 13 | 0.00 | 13 | +Inf | 03-31-2021 | |
| AMERICAN EQTY INVT LIFE HLD CO COM | Stock | 553 | $1,353 | 37 | 0.00 | 37 | +Inf | 06-30-2022 | |
| SUMMIT MATLS INC CL A | Stock | 554 | $1,328 | 57 | 0.00 | 57 | +Inf | 06-30-2022 |
