Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3901 | $12,615 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 3902 | $12,615 | 25 | 0.00 | 0.00 | -5 | -16.67 | 03-31-2024 |
CORE WEALTH ADVISORS INC | COM | 3903 | $12,615 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 3904 | $12,615 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |