Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | 08-08-2024 | 06-30-2024 | 213 | 183,734,111 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $7,292,963 | 34,626 | 0.00 | 0.00 | -183 | -0.53 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $7,106,096 | 57,521 | 0.00 | 0.00 | 51,689 | 886.30 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $5,941,025 | 12,400 | 0.00 | 0.00 | 112 | 0.91 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $4,028,103 | 20,844 | 0.00 | 0.00 | -1,065 | -4.86 | 06-30-2024 |
