Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | CL A | 1601 | $8,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1602 | $1,112 | 19 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FSA WEALTH MANAGEMENT LLC | Equity | 1603 | $1,162 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | CL A | 1604 | $1,209 | 19 | 0.00 | 0.00 | -6 | -24.00 | 06-30-2023 |