Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | REIT | 1001 | $5,000 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1002 | $4,869 | 37 | 0.00 | 37 | +Inf | 03-31-2024 | |
SMITHFIELD TRUST CO | COM | 1003 | $5,000 | 37 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TD WATERHOUSE CANADA INC | COM | 1004 | $4,583 | 36 | 0.00 | 36 | +Inf | 09-30-2023 |