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
SCHWAB CHARLES CORP COM Liquidated $0 0 0.00 0.00 -6,433 -63.29 06-30-2024
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 202 $267,732 16,476 0.00 0.00 -202 -1.21 06-30-2024
RITHM CAPITAL CORP COM NEW 203 $266,778 24,453 0.00 0.00 127 0.52 06-30-2024
VANGUARD WORLD FD UTILITIES ETF 204 $265,906 1,798 0.00 0.00 -39 -2.12 06-30-2024
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