Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | COM | 351 | $5,338 | 687 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NBC SECURITIES INC | Stock | 352 | $3,000 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
ZIONS BANCORPORATION NA | Com | 353 | $3,006 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOWE WEALTH ADVISORS LLC | COM | 354 | $5,820 | 531 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |