Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | REIT | 1401 | $90,124 | 342 | 0.00 | 0.00 | 18 | 5.56 | 09-30-2023 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 1402 | $99,000 | 341 | 0.08 | 341 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | RET | Liquidated | $0 | 0 | 0.00 | 0.00 | 83 | 32.42 | 12-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1404 | $98,000 | 339 | 0.02 | 0.02 | -2 | -0.59 | 03-31-2024 |