Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSA WEALTH MANAGEMENT LLC | Equity | 1151 | $10,876 | 100 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 1153 | $14,563 | 100 | 0.00 | 0.00 | -334 | -76.96 | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 1154 | $8,987 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |