Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHELSEA COUNSEL CO | COM | 2751 | $205,162 | 1,704 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | COM | 2752 | $216,503 | 1,701 | 0.00 | 1,701 | +Inf | 03-31-2024 | |
ONE DAY IN JULY LLC | COM | Liquidated | $216,503 | 1,701 | 0.00 | 0.00 | 1,701 | +Inf | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | 2754 | $216,376 | 1,700 | 0.00 | 0.00 | -100 | -5.56 | 03-31-2024 |