Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIBERNIA WEALTH PARTNERS LLC | COM | 6301 | $327,805 | 779 | 0.00 | 0.00 | 12 | 1.56 | 03-31-2024 |
VANTAGE CONSULTING GROUP INC | COM | 6302 | $327,741 | 779 | 0.00 | 0.00 | -57 | -6.82 | 03-31-2024 |
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | COM | 6303 | $327,741 | 779 | 0.00 | 0.00 | 54 | 7.45 | 03-31-2024 |
MYCIO WEALTH PARTNERS LLC | COM | 6304 | $292,936 | 779 | 0.00 | 0.00 | 38 | 5.13 | 12-31-2023 |