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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 51 | $525,660 | 3,334 | 0.00 | 0.00 | 1,538 | 85.63 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 52 | $506,443 | 5,016 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 53 | $495,900 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PAYPAL HLDGS INC | COM | 54 | $480,961 | 7,832 | 0.00 | 0.00 | -685 | -8.04 | 12-31-2023 |
