Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | Stock/ETF | 3951 | $1,884 | 25 | 0.00 | 25 | +Inf | 06-30-2024 | |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | CL B | 3952 | $1,860 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PFG PRIVATE WEALTH MANAGEMENT LLC | CL B | 3953 | $1,884 | 25 | 0.00 | 0.00 | -1,093 | -97.76 | 06-30-2024 |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 3954 | $3,000 | 24 | 0.00 | 24 | +Inf | 09-30-2021 |