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

57

Shares Held

1.74M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

499K
Shares

$26.4 Million
0.06% of portfolio
Iag Wealth Partners, LLC

274K
Shares

$14.5 Million
2.77% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

183K
Shares

$9.68 Million
2.17% of portfolio
Mercer Global Advisors Inc Denver, CO

162K
Shares

$8.61 Million
0.02% of portfolio
Cultivar Capital, Inc. Denton, TX

133K
Shares

$7.07 Million
5.59% of portfolio

About VANECK ETF TR NATURAL RESOURCE

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