Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JAFFETILCHIN INVESTMENT PARTNERS LLC | 02-09-2024 | 12-31-2023 | 344 | 1,025,209,388 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
IRON MTN INC DEL | COM | 201 | $791,492 | 11,310 | 0.00 | 0.00 | -903 | -7.39 | 12-31-2023 |
VERIZON COMMUNICATIONS INC | COM | 202 | $790,322 | 20,963 | 0.00 | 0.00 | 1,749 | 9.10 | 12-31-2023 |
CHUBB LIMITED | COM | 203 | $786,014 | 3,478 | 0.00 | 0.00 | 105 | 3.11 | 12-31-2023 |
FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST U S | 204 | $785,061 | 35,658 | 0.00 | 0.00 | -10,209 | -22.26 | 12-31-2023 |