Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 501 | $6,288 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM NEW | 503 | $3,000 | 400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
ALLWORTH FINANCIAL LP | COM NEW | 504 | $6,428 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |