Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1051 | $345,388 | 2,031 | 0.00 | 0.00 | -369 | -15.38 | 09-30-2023 |
CREATIVEONE WEALTH LLC | COM | 1052 | $293,000 | 2,028 | 0.02 | 2,028 | +Inf | 12-31-2023 | |
WESPAC ADVISORS LLC | COM | 1053 | $266,905 | 2,026 | 0.00 | 0.00 | 26 | 1.30 | 03-31-2024 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | COM | 1054 | $292,572 | 2,025 | 0.00 | 0.00 | -1,070 | -34.57 | 12-31-2023 |