Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 2051 | $10,115 | 48 | 0.00 | 48 | +Inf | 06-30-2024 | |
LIFESTEPS FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 46 | +Inf | 06-30-2024 | |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 2053 | $9,483 | 45 | 0.00 | 0.00 | -5 | -10.00 | 06-30-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 2054 | $9,483 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |