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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 451 | $10,602 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIREXION SHS ETF TR | DRX S&P500BULL | 452 | $10,399 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
| WASTE CONNECTIONS INC | COM | 453 | $10,300 | 69 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BAKER HUGHES COMPANY | CL A | 454 | $10,254 | 300 | 0.00 | 300 | +Inf | 12-31-2023 |
