Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PICTET BANK & TRUST LTD | COM | 3701 | $659,652 | 4,170 | 0.00 | 0.00 | -500 | -10.71 | 03-31-2024 |
FIDUCIARY PLANNING LLC | COM | 3702 | $659,171 | 4,167 | 0.00 | 0.00 | 7 | 0.17 | 03-31-2024 |
RUGGAARD & ASSOCIATES LLC | COM | 3703 | $658,861 | 4,165 | 0.00 | 0.00 | -55 | -1.30 | 03-31-2024 |
GDS WEALTH MANAGEMENT | COM | 3704 | $658,545 | 4,163 | 0.00 | 0.00 | -360 | -7.96 | 03-31-2024 |