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 |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 251 | $477,142 | 980 | 0.00 | 0.00 | 421 | 75.31 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 252 | $474,975 | 7,500 | 0.00 | 7,500 | +Inf | 12-31-2023 | |
| TG THERAPEUTICS INC | COM | 253 | $474,517 | 27,782 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PFIZER INC | COM | 254 | $470,525 | 16,343 | 0.00 | 0.00 | -199 | -1.20 | 12-31-2023 |
