Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 04-25-2024 | 03-31-2024 | 221 | 162,530,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 251 | $847,146 | 3,681 | 0.00 | 3,681 | +Inf | 03-31-2024 | |
| CONSTELLATION ENERGY CORP | COM | 252 | $838,665 | 4,537 | 0.00 | 4,537 | +Inf | 03-31-2024 | |
| AMERICAN EXPRESS CO | COM | 253 | $831,752 | 3,653 | 0.00 | 3,653 | +Inf | 03-31-2024 | |
| INTUITIVE SURGICAL INC | COM NEW | 254 | $827,713 | 2,074 | 0.00 | 2,074 | +Inf | 03-31-2024 |
