Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 78 | +Inf | 06-30-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REDMONT WEALTH ADVISORS LLC | Stock | 1603 | $5,568 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -101 | -57.39 | 03-31-2024 |