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 |
|---|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE UTILS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U.S. MED DVC ETF | 302 | $24,287 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | DYNMC SEMICNDT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTERN UN CO | COM | 304 | $23,840 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
