Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MBL WEALTH LLC | COM | 1801 | $294,795 | 1,463 | 0.00 | 1,463 | +Inf | 03-31-2024 | |
PLANCORP LLC | COM | 1802 | $217,051 | 1,463 | 0.00 | 1,463 | +Inf | 12-31-2023 | |
SUMMIT X LLC | COM | 1803 | $294,190 | 1,460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SCULATI WEALTH MANAGEMENT LLC | COM | 1804 | $292,175 | 1,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |