Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEANS INVESTMENT CO INC | 04-17-2024 | 03-31-2024 | 197 | 773,071,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | 151 | $439,521 | 3,728 | 0.00 | 0.00 | -302 | -7.49 | 03-31-2024 |
| SOFI TECHNOLOGIES INC | COM | 152 | $421,150 | 57,692 | 0.00 | 0.00 | -3,086 | -5.08 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 153 | $417,151 | 569 | 0.00 | 0.00 | -13 | -2.23 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 154 | $415,019 | 7,652 | 0.00 | 0.00 | 79 | 1.04 | 03-31-2024 |
