Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLEHER FINANCIAL ADVISORS | SHS CLASS A | 2751 | $287,686 | 830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRIAD WEALTH PARTNERS LLC | SHS CLASS A | 2752 | $287,340 | 829 | 0.00 | 829 | +Inf | 03-31-2024 | |
MGB WEALTH MANAGEMENT LLC | SHS CLASS A | 2753 | $285,953 | 825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BURLESON & COMPANY LLC | SHS CLASS A | 2754 | $212,000 | 825 | 0.05 | 0.01 | 692 | 520.30 | 09-30-2022 |