Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BUTENSKY & COHEN FINANCIAL SECURITY INC 04-04-2024 03-31-2024 102 321,001,390
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KRAFT HEINZ CO Stock 51 $4,243,029 114,987 0.00 0.00 1,109 0.97 03-31-2024
MEDTRONIC PLC SHS Stock 52 $4,180,847 47,973 0.00 0.00 1,267 2.71 03-31-2024
JOHNSON CTLS INTL PLC SHS Stock 53 $4,056,307 62,099 0.00 0.00 2,778 4.68 03-31-2024
KENVUE INC COM Stock 54 $3,968,533 184,927 0.00 0.00 23,236 14.37 03-31-2024
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