Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABBOT FINANCIAL MANAGEMENT INC | 02-09-2024 | 12-31-2023 | 113 | 166,217,444 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | BIOTECHNOLOGY | 51 | $987,600 | 15,000 | 0.00 | 0.00 | -300 | -1.96 | 12-31-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 52 | $964,191 | 14,232 | 0.00 | 0.00 | -476 | -3.24 | 12-31-2023 |
| DISNEY WALT CO | COM | 53 | $956,532 | 10,594 | 0.00 | 0.00 | 191 | 1.84 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 54 | $915,031 | 18,937 | 0.00 | 0.00 | 238 | 1.27 | 12-31-2023 |
