Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1101 | $22,566 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1102 | $22,453 | 199 | 0.00 | 0.00 | -3 | -1.49 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 1103 | $21,889 | 194 | 0.00 | 0.00 | -80 | -29.20 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1104 | $19,188 | 191 | 0.00 | 0.00 | 36 | 23.23 | 09-30-2023 |