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 |
|---|---|---|---|---|---|---|---|---|---|
| SYLVAMO CORP | COMMON STOCK | 551 | $4,469 | 91 | 0.00 | 0.00 | 82 | 911.11 | 12-31-2023 |
| SIMON PPTY GROUP INC NEW | COM | 552 | $4,422 | 31 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES SILVER TR | ISHARES | 553 | $4,356 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
| ALKERMES PLC | SHS | 554 | $4,343 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
