Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 2001 | $5,929 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 2002 | $5,291 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COUNTRY TRUST BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -77 | -50.33 | 12-31-2023 |
BOURGEON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |