Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BANK HAPOALIM BM | 04-30-2024 | 03-31-2024 | 145 | 772,148,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 101 | $2,612,000 | 6,211 | 0.34 | 0.32 | -350 | -5.33 | 03-31-2024 |
| ZSCALER INC | COM | 102 | $2,553,000 | 13,254 | 0.33 | 0.45 | -1,505 | -10.20 | 03-31-2024 |
| ORACLE CORP | COM | 103 | $2,452,000 | 19,523 | 0.32 | 0.10 | 12,407 | 174.35 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 104 | $2,396,000 | 8,857 | 0.31 | 0.36 | -1,523 | -14.67 | 03-31-2024 |
