Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABOUND WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -109 | -32.73 | 03-31-2022 |
COVESTOR LTD | COMMON | 3052 | $56,000 | 222 | 0.04 | 0.05 | -96 | -30.19 | 06-30-2024 |
GEN-WEALTH PARTNERS INC | Stock | 3053 | $53,218 | 213 | 0.00 | 0.00 | 2 | 0.95 | 06-30-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 3054 | $52,734 | 211 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |