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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 901 | $204,107 | 13,961 | 0.00 | 0.00 | -1,654 | -10.59 | 09-30-2023 |
| DOMINION RESOURCES INC | Stock | 902 | $203,543 | 4,557 | 0.00 | 0.00 | -234 | -4.88 | 09-30-2023 |
| VERISK ANALYTICS INCCL A | Stock | 903 | $203,166 | 860 | 0.00 | 860 | +Inf | 09-30-2023 | |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 904 | $201,455 | 2,887 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
