Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CME GROUP INC | COM | 351 | $26,000 | 216 | 0.02 | 0.02 | 101 | 87.83 | 03-31-2024 |
| WEIS MKTS INC | COM | 352 | $25,000 | 65 | 0.02 | 0.03 | -307 | -82.53 | 03-31-2024 |
| HALLIBURTON CO | COM | 353 | $25,000 | 40 | 0.02 | 0.02 | -577 | -93.52 | 03-31-2024 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 354 | $25,000 | 205 | 0.02 | 0.02 | 89 | 76.72 | 03-31-2024 |
