Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 2051 | $6,224 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 2052 | $6,224 | 32 | 0.00 | 32 | +Inf | 03-31-2024 | |
LIFE PLANNING PARTNERS INC | HSY | 2053 | $5,594 | 30 | 0.00 | 30 | +Inf | 12-31-2023 | |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 2054 | $5,641 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |