Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM UNITS | 151 | $36,504 | 800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
JPMORGAN CHASE & CO | COMMON | 152 | $34,679 | 760 | 0.00 | 0.00 | -93,072 | -99.19 | 06-30-2024 |
TUCKER ASSET MANAGEMENT LLC | COM UNITS | Liquidated | $0 | 0 | 0.00 | 700 | +Inf | 06-30-2024 | |
CWM LLC | COM UNITS | 154 | $24,000 | 538 | 0.00 | 0.00 | 5 | 0.94 | 03-31-2024 |