Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESSEX FINANCIAL SERVICES INC | 11-15-2023 | 09-30-2023 | 472 | 863,778,128 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRANITESHARES GOLD SHARES | ETF | 651 | $310,632 | 16,993 | 0.00 | 0.00 | 134 | 0.79 | 09-30-2023 |
| ISHARES IBOXX CORPORATE BOND ETF | ETF | 652 | $307,878 | 3,018 | 0.00 | 3,018 | +Inf | 09-30-2023 | |
| EATON VANCE TAX MANAGED BUY WRITE | CEF | 653 | $306,164 | 25,578 | 0.00 | 0.00 | 931 | 3.78 | 09-30-2023 |
| AON CORP | Stock | 654 | $304,767 | 940 | 0.00 | 0.00 | 4 | 0.43 | 09-30-2023 |
