Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 03-31-2024 | |
UNIQUE WEALTH STRATEGIES LLC | COM | 1702 | $2,500 | 10 | 0.00 | 10 | +Inf | 06-30-2024 | |
SUMMIT SECURITIES GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 06-30-2024 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |