Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | 251 | $37,300 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 252 | $36,600 | 480 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHWEST AIRLS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WP CAREY INC | COM | 254 | $36,177 | 558 | 0.00 | 0.00 | -680 | -54.93 | 12-31-2023 |
