Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1551 | $12,795 | 187 | 0.00 | 0.00 | 7 | 3.89 | 12-31-2023 |
ENTRYPOINT CAPITAL LLC | COM NON VTG | 1552 | $14,210 | 185 | 0.00 | 0.00 | -258 | -58.24 | 03-31-2024 |
AMUNDI | COMMSTCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -3.68 | 03-31-2024 |
TRANSCENDENT CAPITAL GROUP LLC | COM NON VTG | 1554 | $11,631 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |