Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIAD WEALTH PARTNERS LLC | COM | 651 | $3,269 | 125 | 0.00 | 125 | +Inf | 06-30-2024 | |
CREEKMUR ASSET MANAGEMENT LLC | COM | 652 | $2,615 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
NATIONAL BANK OF CANADA /FI/ | COM | 653 | $2,625 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TOTH FINANCIAL ADVISORY CORP | COM | 654 | $2,615 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |