Halpern Financial, Inc. Vaneck ETF Tr Natural Resource Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 21, 2023	SELL	$46.28 - $52.71 $416,520 - $474,390	-9,000 Closed	0 $0
Q1 2022 Sep 21, 2023	BUY	$47.52 - $56.2 $427,680 - $505,800	9,000 New	9,000 $494 Million

Others Institutions Holding HAP

# of Institutions

55

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

527K
Shares

$26.6 Million
0.06% of portfolio
Iag Wealth Partners, LLC

285K
Shares

$14.4 Million
2.81% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

194K
Shares

$9.8 Million
2.01% of portfolio
Mercer Global Advisors Inc Denver, CO

160K
Shares

$8.09 Million
0.02% of portfolio
Cultivar Capital, Inc. Denton, TX

135K
Shares

$6.8 Million
5.84% of portfolio

About VANECK ETF TR NATURAL RESOURCE

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