Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COOPER/HAIMS ADVISORS LLC | 02-13-2024 | 12-31-2023 | 79 | 176,396,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 51 | $354,661 | 3,694 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MERCK & CO INC | COM | 52 | $322,263 | 2,956 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VISA INC | COM CL A | 53 | $320,491 | 1,231 | 0.00 | 0.00 | -21 | -1.68 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 54 | $319,265 | 2,179 | 0.00 | 0.00 | 11 | 0.51 | 12-31-2023 |
