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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 301 | $326,928 | 3,475 | 0.00 | 3,475 | +Inf | 12-31-2023 | |
| FISERV INC | COM | 302 | $326,122 | 2,455 | 0.00 | 0.00 | 350 | 16.63 | 12-31-2023 |
| CARMAX INC | COM | 303 | $321,003 | 4,183 | 0.00 | 0.00 | -300 | -6.69 | 12-31-2023 |
| MCCORMICK & CO INC | COM NON VTG | 304 | $320,206 | 4,680 | 0.00 | 0.00 | -1 | -0.02 | 12-31-2023 |
