Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN NATIONAL CORP | CLASS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,084 | 10.79 | 12-31-2023 |
KINGSVIEW WEALTH MANAGEMENT LLC | CLASS A | Liquidated | $0 | 0 | 0.00 | 11,074 | +Inf | 03-31-2022 |