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  Name: HALBERT, HARGROVE/RUSSELL LLC
  City: LONG BEACH
  State: CA
  Zip: 90802
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,508,899,000
  Total Value Change : $69,354,000
  Securities Held Change : -3
   
All Securities Held : 85
  New Positions : 8
  Closed Positions : 17
  Increased Positions : 34
  Unchanged Positions : 5
  Decreased Positions : 38

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 31 - $316.79 $2,121,000 7,066 0.14% 398,000 0 0.003    Diversified Machinery
   (ARKF)1 Year Chart         ARKF Ark Fintech Innovation Etf 70 - $0.00 $291,000 9,596 0.02% 26,000 0 0.039    N/A
   (WCBR)1 Year Chart         WCBR Wisdomtree Cybersecurity Fund 74 - $0.00 $246,000 9,598 0.02% 3,000 0 0.107    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 75 - $73.16 $242,000 3,176 0.02% 19,000 0 0.002    N/A
   (WCLD)1 Year Chart         WCLD Wisdomtree Cloud Computing Etf 82 - $0.00 $208,000 5,976 0.01% -1,000 0 0.029    N/A
      5 Records Found
  1    
Page 1 of 1
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