Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ECON FINANCIAL SERVICES CORP | 02-07-2024 | 12-31-2023 | 68 | 142,090,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 301 | $457,193 | 5,511 | 0.00 | 5,511 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFLI HIGH YLD | Liquidated | $0 | 0 | 0.00 | 0.00 | -621 | -3.13 | 12-31-2023 |
| HUBBELL INC | COM | 303 | $415,039 | 1,262 | 0.00 | 1,262 | +Inf | 12-31-2023 | |
| FULTON FINL CORP PA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,201 | 39.99 | 12-31-2023 |
