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 |
|---|---|---|---|---|---|---|---|---|---|
| KRANESHARES CSI CHINA INTERNET ETF | ETF | 801 | $227,474 | 8,311 | 0.00 | 0.00 | -265 | -3.09 | 09-30-2023 |
| VERTEX PHARMACEUTICALS IN | Stock | 802 | $226,379 | 651 | 0.00 | 0.00 | -30 | -4.41 | 09-30-2023 |
| SPDR S&P HOMEBUILDERETF | ETF | 803 | $226,013 | 2,952 | 0.00 | 2,952 | +Inf | 09-30-2023 | |
| SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 804 | $223,313 | 3,294 | 0.00 | 0.00 | -295 | -8.22 | 09-30-2023 |
