Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ASSET DEDICATION LLC | COM NEW | 1202 | $2,181 | 28 | 0.00 | 28 | +Inf | 06-30-2024 | |
TUCKER ASSET MANAGEMENT LLC | COM NEW | 1203 | $1,947 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 1204 | $1,241 | 24 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |