Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING CO OF NEW ENGLAND INC | 05-06-2024 | 03-31-2024 | 221 | 182,475,720 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $1,048,110 | 14,610 | 0.00 | 0.00 | -2,608 | -15.15 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 52 | $1,043,489 | 14,978 | 0.00 | 0.00 | 87 | 0.58 | 03-31-2024 |
| SIMON PPTY GROUP INC NEW | COM | 53 | $1,029,094 | 6,576 | 0.00 | 0.00 | -459 | -6.52 | 03-31-2024 |
| LAS VEGAS SANDS CORP | COM | 54 | $996,735 | 19,279 | 0.00 | 0.00 | -11,932 | -38.23 | 03-31-2024 |
