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 |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION SHS ETF TR | DLY SCOND 3XBU | 151 | $384,752 | 6,950 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SNOWFLAKE INC | CL A | 152 | $380,278 | 2,815 | 0.00 | 0.00 | 153 | 5.75 | 06-30-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 153 | $378,316 | 707 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| YORK WTR CO | COM | 154 | $370,917 | 10,000 | 0.00 | 0.00 | 39 | 0.39 | 06-30-2024 |
