Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 399 | 177,321,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 301 | $6,407 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | Liquidated | $0 | 0 | 0.00 | 119 | +Inf | 03-31-2024 | |
| WEBSTER FINL CORP | COM | 303 | $6,048 | 119 | 0.00 | 0.00 | 1 | 0.85 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | Liquidated | $0 | 0 | 0.00 | 145 | +Inf | 03-31-2024 |
