Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAIRHAVEN WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 119 | 273,016,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OMNICOM GROUP INC | COM | 101 | $327,959 | 3,791 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELI LILLY & CO | COM | 102 | $313,028 | 537 | 0.00 | 0.00 | -161 | -23.07 | 12-31-2023 |
| DEERE & CO | COM | 103 | $310,699 | 777 | 0.00 | 0.00 | 2 | 0.26 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 104 | $309,987 | 6,000 | 0.00 | 6,000 | +Inf | 12-31-2023 |
