Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 3551 | $866,940 | 1,993 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CHOICE WEALTH ADVISORS LLC | COM | 3552 | $1,798,084 | 1,990 | 0.00 | 0.00 | -50 | -2.45 | 03-31-2024 |
WEALTH QUARTERBACK LLC | COM | 3553 | $1,795,971 | 1,988 | 0.00 | 0.00 | 921 | 86.32 | 03-31-2024 |
DARWIN WEALTH MANAGEMENT LLC | COM | 3554 | $1,795,951 | 1,988 | 0.00 | 0.00 | -158 | -7.36 | 03-31-2024 |