Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DDFG INC | COM | 4651 | $262,906 | 1,662 | 0.00 | 0.00 | -106 | -6.00 | 03-31-2024 |
MONUMENT GROUP WEALTH ADVISORS LLC | COM | 4652 | $260,502 | 1,662 | 0.00 | 1,662 | +Inf | 12-31-2023 | |
ETF PORTFOLIO PARTNERS INC | COM | 4653 | $262,754 | 1,661 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESTINY WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -317 | -16.05 | 12-31-2023 |