Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1751 | $13,213 | 124 | 0.00 | 0.00 | -200 | -61.73 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1753 | $12,787 | 120 | 0.00 | 0.00 | 5 | 4.35 | 03-31-2024 |
RATIONAL ADVISORS LLC | COM | 1754 | $14,337 | 118 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |