Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UDINE WEALTH MANAGEMENT INC | COM | 2451 | $1,823,224 | 15,685 | 0.00 | 15,685 | +Inf | 03-31-2024 | |
CENTER FOR FINANCIAL PLANNING INC | COM | 2452 | $1,820,692 | 15,663 | 0.00 | 0.00 | 62 | 0.40 | 03-31-2024 |
TRUADVICE LLC | COM | 2453 | $1,622,913 | 15,643 | 0.00 | 0.00 | -1,584 | -9.19 | 09-30-2023 |
LIFEPRO ASSET MANAGEMENT | COM | 2454 | $1,817,947 | 15,640 | 0.00 | 0.00 | 1,897 | 13.80 | 03-31-2024 |