Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANAGER WEALTH MANAGEMENT LLP | COM | 1101 | $315,158 | 2,175 | 0.00 | 2,175 | +Inf | 03-31-2024 | |
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELCH GROUP LLC | COMMON | 1103 | $314,289 | 2,169 | 0.00 | 2,169 | +Inf | 03-31-2024 | |
NORTHEAST INVESTMENT MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |