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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | Liquidated | $0 | 0 | 0.00 | 4,809 | +Inf | 03-31-2024 | |
| DRAFTKINGS INC NEW | COM CL A | Liquidated | $0 | 0 | 0.00 | 18,970 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 453 | $665,255 | 13,260 | 0.00 | 0.00 | 11,759 | 783.41 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 13 MO | Liquidated | $0 | 0 | 0.00 | 7,258 | +Inf | 03-31-2024 |
