Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | 05-06-2024 | 03-31-2024 | 221 | 182,475,720 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 152 | $385,045 | 2,197 | 0.00 | 0.00 | -100 | -4.35 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 363 | 21.45 | 03-31-2024 |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 154 | $384,192 | 4,794 | 0.00 | 0.00 | -10 | -0.21 | 03-31-2024 |
