Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELL DONE LLC | COM | 2901 | $233,916 | 1,296 | 0.00 | 1,296 | +Inf | 03-31-2024 | |
DT INVESTMENT PARTNERS LLC | COM | 2902 | $233,916 | 1,296 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PAX FINANCIAL GROUP LLC | COM | 2903 | $233,193 | 1,292 | 0.00 | 1,292 | +Inf | 03-31-2024 | |
MADRONA FINANCIAL SERVICES LLC | COM | 2904 | $232,832 | 1,290 | 0.00 | 1,290 | +Inf | 03-31-2024 |