Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | UNIT 99/99/9999 | 2351 | $1,124 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AMERICAN CAPITAL ADVISORY LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 06-30-2024 | |
VALUED WEALTH ADVISORS LLC | UNIT 99/99/9999 | 2353 | $948 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
TRIFECTA CAPITAL ADVISORS LLC | UNIT 99/99/9999 | 2354 | $1,086 | 58 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |