Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 3301 | $21,766 | 94 | 0.00 | 0.00 | 4 | 4.44 | 06-30-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 3302 | $21,072 | 91 | 0.00 | 0.00 | 3 | 3.41 | 06-30-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM | 3303 | $20,608 | 89 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
RAKUTEN SECURITIES INC | COM | 3304 | $20,376 | 88 | 0.00 | 0.00 | -144 | -62.07 | 06-30-2024 |