Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLE WEALTH MANAGEMENT LLC | Stock | 1551 | $1,057 | 8 | 0.00 | 8 | +Inf | 12-31-2023 | |
PRIVATE TRUST CO NA | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -33 | -80.49 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1553 | $968 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
DELOS WEALTH ADVISORS LLC | COM | 1554 | $968 | 8 | 0.00 | 8 | +Inf | 03-31-2024 |