Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHURCH & DWIGHT CO INC | COM | 101 | $208,032 | 2,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CISCO SYS INC | COM | 102 | $207,132 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAUDER ESTEE COS INC | CL A | 103 | $201,825 | 1,380 | 0.00 | 0.00 | -500 | -26.60 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | Liquidated | $0 | 0 | 0.00 | 6,801 | +Inf | 12-31-2023 |
