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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 51 | $1,009,394 | 18,012 | 0.00 | 0.00 | -287 | -1.57 | 06-30-2024 |
| IRON MTN INC DEL | COM | 52 | $1,005,104 | 11,215 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 53 | $984,007 | 17,324 | 0.00 | 0.00 | -862 | -4.74 | 06-30-2024 |
| SIMON PPTY GROUP INC NEW | COM | 54 | $983,274 | 6,477 | 0.00 | 0.00 | -99 | -1.51 | 06-30-2024 |
