Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1051 | $50,516 | 393 | 0.00 | 393 | +Inf | 12-31-2023 | |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1052 | $53,296 | 358 | 0.00 | 358 | +Inf | 03-31-2024 | |
BBVA USA | SHS | 1053 | $55,000 | 356 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1054 | $52,106 | 350 | 0.00 | 0.00 | -100 | -22.22 | 03-31-2024 |