Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 751 | $1,319 | 10 | 0.00 | 0.00 | -114 | -91.94 | 06-30-2024 |
ANFIELD CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 06-30-2024 | |
UMB BANK NA | COM | 753 | $1,319 | 10 | 0.00 | 0.00 | -1 | -9.09 | 06-30-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 754 | $1,187 | 9 | 0.00 | 9 | +Inf | 06-30-2024 |