Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTELLO ASSET MANAGEMENT INC | COM | 4351 | $47,491 | 240 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
KIELY WEALTH ADVISORY GROUP INC | Equity | 4352 | $47,382 | 239 | 0.00 | 239 | +Inf | 06-30-2024 | |
KIELY WEALTH ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 239 | +Inf | 06-30-2024 | |
SANCTUARY WEALTH MANAGEMENT LLC | COM | 4354 | $47,095 | 238 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |