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 |
|---|---|---|---|---|---|---|---|---|---|
| CHAMPIONX CORPORATION | COM | 351 | $248,636 | 8,512 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 352 | $244,485 | 6,485 | 0.00 | 0.00 | -157 | -2.36 | 12-31-2023 |
| CITIZENS FINL GROUP INC | COM | 353 | $240,596 | 7,260 | 0.00 | 7,260 | +Inf | 12-31-2023 | |
| CORNING INC | COM | 354 | $240,190 | 7,888 | 0.00 | 0.00 | -1,385 | -14.94 | 12-31-2023 |
