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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF | ETF | 701 | $274,239 | 6,300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| UNITED RENTALS INC | Stock | 702 | $273,995 | 616 | 0.00 | 616 | +Inf | 09-30-2023 | |
| KEYCORP COM | Stock | 703 | $272,618 | 25,336 | 0.00 | 0.00 | -4,322 | -14.57 | 09-30-2023 |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | ETF | 704 | $272,259 | 3,549 | 0.00 | 0.00 | -202 | -5.39 | 09-30-2023 |
