Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND BANK | COM | 1451 | $57,428 | 1,870 | 0.00 | 0.00 | 379 | 25.42 | 06-30-2023 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1452 | $57,039 | 1,864 | 0.00 | 0.00 | -79 | -4.07 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1453 | $55,952 | 1,851 | 0.00 | 0.00 | 163 | 9.66 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM | 1454 | $47,379 | 1,844 | 0.00 | 0.00 | 16 | 0.88 | 09-30-2023 |