Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRECEDENT WEALTH PARTNERS LLC | CL B NEW | 4951 | $299,831 | 713 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WORTH FINANCIAL ADVISORY GROUP LLC | CL B NEW | 4952 | $298,990 | 711 | 0.00 | 0.00 | -9 | -1.25 | 03-31-2024 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | CL B NEW | 4953 | $298,990 | 711 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ETESIAN WEALTH ADVISORS INC | CL B NEW | 4954 | $253,875 | 710 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |