Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1051 | $4,530 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
ORION CAPITAL MANAGEMENT LLC | COM | 1052 | $4,530 | 300 | 0.00 | 0.02 | -200 | -40.00 | 03-31-2024 |
PSI ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 1054 | $4,485 | 297 | 0.00 | 0.00 | -1,169 | -79.74 | 03-31-2024 |