Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMELIORA WEALTH MANAGEMENT LTD | COM | 1101 | $1,880 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 1102 | $2,000 | 397 | 0.00 | 397 | +Inf | 12-31-2023 | |
SITTNER & NELSON LLC | COM | 1103 | $2,044 | 375 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ROSENBERG MATTHEW HAMILTON | REIT | 1104 | $2,017 | 370 | 0.00 | 0.00 | -84 | -18.50 | 09-30-2023 |