Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER VICTOR WEALTH ADVISORS LLC | COM | 2951 | $226,991 | 1,153 | 0.00 | 0.00 | 10 | 0.87 | 03-31-2024 |
LITMAN GREGORY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,150 | +Inf | 12-31-2023 | |
TRAVEKA WEALTH LLC | COM | 2953 | $235,832 | 1,149 | 0.00 | 0.00 | 141 | 13.99 | 03-31-2024 |
TITLEIST ASSET MANAGEMENT LLC | COM | 2954 | $238,361 | 1,149 | 0.00 | 1,149 | +Inf | 06-30-2023 |