Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | 04-12-2024 | 03-31-2024 | 54 | 191,718,111 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $320,764 | 355 | 0.00 | 355 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE US AGGBD ET | 52 | $307,826 | 3,143 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 53 | $296,272 | 1,409 | 0.00 | 0.00 | 2 | 0.14 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 54 | $289,433 | 1,445 | 0.00 | 0.00 | -7 | -0.48 | 03-31-2024 |
