Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINENO LEVIN & FORD ASSET MANAGEMENT INC | 01-21-2022 | 12-31-2021 | 119 | 339,963,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,544,000 | 533 | 0.45 | 0.46 | 0 | 0.00 | 12-31-2021 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 52 | $1,423,000 | 17,689 | 0.42 | 0.44 | -71 | -0.40 | 12-31-2021 |
| PROCTER AND GAMBLE CO | COM | 53 | $1,259,000 | 7,698 | 0.37 | 0.34 | 100 | 1.32 | 12-31-2021 |
| META PLATFORMS INC | CL A | 54 | $1,259,000 | 3,743 | 0.37 | 0.39 | 162 | 4.52 | 12-31-2021 |
