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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 301 | $772,636 | 11,281 | 0.00 | 11,281 | +Inf | 03-31-2024 | |
| ISHARES TR | RUSSELL 2000 ETF | 302 | $772,012 | 3,671 | 0.00 | 0.00 | 2,751 | 299.02 | 03-31-2024 |
| BLOCK H and R INC | COM | Liquidated | $0 | 0 | 0.00 | 15,922 | +Inf | 03-31-2024 | |
| BLOCK INC | CL A | Liquidated | $0 | 0 | 0.00 | 9,939 | +Inf | 03-31-2024 |
