Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED BANK | COMMON STOCK | 1 | $1,002 | 50,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 2 | $396 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |