Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 2351 | $21,153 | 302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTRAL BANK & TRUST CO | COMMON STOCK | 2352 | $20,991 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 2353 | $20,991 | 300 | 0.00 | 0.00 | -46 | -13.29 | 03-31-2024 |
BRIAUD FINANCIAL PLANNING INC | COM | 2354 | $21,000 | 300 | 0.01 | 300 | +Inf | 03-31-2024 |