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 |
|---|---|---|---|---|---|---|---|---|---|
| DOXIMITY INC | CL A | 601 | $2,804 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 602 | $2,609 | 13 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PAN AMERN SILVER CORP | COM | 603 | $2,596 | 159 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KRAFT HEINZ CO | COM | 604 | $2,552 | 69 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
