Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIDGEWEALTH ADVISORY GROUP LLC | COM | 5601 | $1,164,682 | 2,768 | 0.00 | 0.00 | -218 | -7.30 | 03-31-2024 |
FURE FINANCIAL CORP | COM | 5602 | $645,000 | 2,768 | 0.53 | 0.42 | 2 | 0.07 | 09-30-2022 |
WARNER FINANCIAL INC | Stock | 5603 | $1,164,000 | 2,767 | 0.58 | 0.57 | 54 | 1.99 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS | COM | 5604 | $1,163,915 | 2,766 | 0.00 | 0.00 | -288 | -9.43 | 03-31-2024 |