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 |
|---|---|---|---|---|---|---|---|---|---|
| EARTHSTONE ENERGY INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -600 | -54.55 | 12-31-2023 |
| HEALTHCARE RLTY TR | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHIMERA INVT CORP | COM NEW | 503 | $6,911 | 1,385 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FUTU HLDGS LTD | SPON ADS CL A | 504 | $6,829 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
