Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENGINEERS GATE MANAGER LP | COM | Liquidated | $225,238 | 2,616 | 0.00 | 0.00 | 2,616 | +Inf | 03-31-2024 |
FOSTER & MOTLEY INC | com | 1602 | $225,000 | 2,614 | 0.02 | 0.02 | -86 | -3.19 | 03-31-2024 |
BOUCHEY FINANCIAL GROUP LTD | COM | 1603 | $225,066 | 2,614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHAKESPEARE WEALTH MANAGEMENT LLC | COM | 1604 | $224,979 | 2,613 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |