Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | 05-14-2024 | 03-31-2024 | 205 | 302,592,374 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CROCS INC | COM | 101 | $839,648 | 5,839 | 0.00 | 0.00 | 852 | 17.08 | 03-31-2024 |
ASTRAZENECA PLC | SPONSORED ADR | 102 | $813,000 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UBER TECHNOLOGIES INC | COM | 103 | $808,395 | 10,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TRUST | CORE MSCI INTL | 104 | $804,888 | 11,990 | 0.00 | 0.00 | 382 | 3.29 | 03-31-2024 |