Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 1051 | $85,755 | 279 | 0.00 | 0.00 | -75 | -21.19 | 06-30-2024 |
HEADLANDS TECHNOLOGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 269 | +Inf | 03-31-2024 | |
YHB INVESTMENT ADVISORS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -483 | -65.36 | 06-30-2024 |
BLUE TRUST INC | COM | 1054 | $99,262 | 246 | 0.00 | 0.00 | 215 | 693.55 | 06-30-2024 |