Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUTENSKY & COHEN FINANCIAL SECURITY INC | 04-04-2024 | 03-31-2024 | 102 | 321,001,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO COM | Stock | 1 | $5,584,164 | 27,879 | 0.00 | 0.00 | -2,845 | -9.26 | 03-31-2024 |
| QUALCOMM INC | Stock | 2 | $5,482,103 | 32,381 | 0.00 | 0.00 | -6,568 | -16.86 | 03-31-2024 |
| BANK NEW YORK MELLON CORP COM | Stock | 3 | $5,466,928 | 94,879 | 0.00 | 0.00 | -4,591 | -4.62 | 03-31-2024 |
| MICROSOFT | Stock | 4 | $5,441,054 | 12,933 | 0.00 | 0.00 | -1,150 | -8.17 | 03-31-2024 |
