Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM | 1301 | $2,000 | 25 | 0.00 | 0.00 | 14 | 127.27 | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 1302 | $1,698 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1303 | $1,652 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
DENVER PWM LLC | COM | 1304 | $1,652 | 23 | 0.00 | 23 | +Inf | 06-30-2024 |