Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 2501 | $18,279 | 63 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CORE ALTERNATIVE CAPITAL | COM | 2502 | $18,279 | 63 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PRAIRIEVIEW PARTNERS LLC | COM | 2503 | $18,000 | 63 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WR WEALTH PLANNERS LLC | Stock | 2504 | $17,699 | 61 | 0.00 | 0.00 | 5 | 8.93 | 06-30-2024 |