Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 321 | 1,740,848,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 201 | $738,630 | 2,834 | 0.00 | 0.00 | 57 | 2.05 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 202 | $736,634 | 9,676 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHURCH & DWIGHT CO INC | COM | 203 | $732,276 | 7,744 | 0.00 | 0.00 | 5,014 | 183.66 | 12-31-2023 |
| FAIR ISAAC CORP | COM | 204 | $706,554 | 607 | 0.00 | 0.00 | -37 | -5.75 | 12-31-2023 |
