Q3 2024 13F Detailed Holdings
-
Location
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Tannersville, PA
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Holdings as of
-
9/30/2024
-
Value ($000)
-
$268,606
-
Num holdings
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85
-
Date filed
-
11/6/2024
-
Form type
-
13F-HR
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Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
Num |
Name |
File Number |
1 |
Herbein Financial Group |
028-23342 |