Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | mf | 301 | $5,550 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 | |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,000 | -50.00 | 06-30-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 933 | +Inf | 06-30-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM SHS | 304 | $5,178 | 933 | 0.00 | 933 | +Inf | 06-30-2024 |