Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 04-19-2024 | 03-31-2024 | 1306 | 661,665,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 501 | $40,000 | 691 | 0.01 | 0.01 | -9 | -1.29 | 03-31-2024 |
| CLOROX CO DEL | COM | 502 | $40,000 | 263 | 0.01 | 0.01 | -5 | -1.87 | 03-31-2024 |
| DELTA AIR LINES INC DEL | COM NEW | 503 | $40,000 | 850 | 0.01 | 0.01 | 30 | 3.66 | 03-31-2024 |
| THE TRADE DESK INC | COM CL A | 504 | $40,000 | 462 | 0.01 | 0.01 | -215 | -31.76 | 03-31-2024 |
