Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1451 | $13,523 | 173 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM NEW | 1453 | $12,820 | 164 | 0.00 | 164 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 |