Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | COM | 1101 | $14,575 | 338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 1102 | $14,186 | 329 | 0.00 | 0.00 | -14 | -4.08 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 1103 | $14,186 | 329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 1104 | $14,000 | 322 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |