Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1051 | $91,084 | 498 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 66 | 15.53 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1053 | $80,136 | 486 | 0.00 | 486 | +Inf | 12-31-2023 | |
PARK PLACE CAPITAL CORP | Stock | 1054 | $85,231 | 466 | 0.00 | 0.00 | -319 | -40.64 | 03-31-2024 |