Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CPWM LLC | Equities | 2001 | $507,000 | 6,282 | 0.05 | 0.05 | -307 | -4.66 | 09-30-2022 |
GRAYPOINT LLC | Stock | 2002 | $546,695 | 6,273 | 0.00 | 0.00 | 373 | 6.32 | 03-31-2024 |
IVC WEALTH ADVISORS LLC | SHS | 2003 | $546,431 | 6,270 | 0.00 | 0.00 | 592 | 10.43 | 03-31-2024 |
MISSION WEALTH MANAGEMENT LP | SHS | 2004 | $544,735 | 6,251 | 0.00 | 0.00 | 718 | 12.98 | 03-31-2024 |