Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 02-14-2024 | 12-31-2023 | 454 | 676,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | Ordinary Share | 451 | $249 | 57 | 0.00 | 57 | +Inf | 12-31-2023 | |
| MONDELEZ INTERNATIONAL INC CLASS A | Ordinary Share | 452 | $245 | 72 | 0.00 | 0.04 | -3,308 | -97.87 | 12-31-2023 |
| META PLATFORMS INC CLASS A | Ordinary Share | 453 | $242 | 354 | 0.00 | 0.03 | -329 | -48.17 | 12-31-2023 |
| VANGUARD INFORMATION TECHNOLOGY ETF | Equity ETF | 454 | $238 | 484 | 0.00 | 0.03 | -8 | -1.63 | 12-31-2023 |
