Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULTON BANK NA | COM | 401 | $344,441 | 6,175 | 0.00 | 0.00 | 1,101 | 21.70 | 06-30-2024 |
BNP PARIBAS FINANCIAL MARKETS | Equity | 402 | $344,051 | 6,168 | 0.00 | 0.00 | -6,083 | -49.65 | 06-30-2024 |
GUGGENHEIM CAPITAL LLC | COM | 403 | $344,051 | 6,168 | 0.00 | 0.00 | 102 | 1.68 | 06-30-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 404 | $339,483 | 6,086 | 0.00 | 0.00 | 959 | 18.70 | 06-30-2024 |