Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALADIN ADVISORY GROUP LLC | COM | 801 | $46,269 | 1,012 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTPAC BANKING CORP | COM | 802 | $46,363 | 1,002 | 0.00 | 0.00 | 298 | 42.33 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 915 | 3812.50 | 12-31-2023 |
PARK PLACE CAPITAL CORP | Stock | 804 | $42,337 | 915 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |