Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PENINSULA WEALTH LLC | COM | Liquidated | $227,475 | 1,402 | 0.00 | 0.00 | 1,402 | +Inf | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 4452 | $226,757 | 1,398 | 0.00 | 0.00 | -26 | -1.83 | 03-31-2024 |
SEARCY FINANCIAL SERVICES INC /ADV | COM | 4453 | $226,853 | 1,398 | 0.00 | 1,398 | +Inf | 03-31-2024 | |
MALTIN WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18,464 | -92.97 | 12-31-2023 |