Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IGNITE PLANNERS LLC | COM | 1151 | $405,581 | 128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTPAC BANKING CORP | COM | 1152 | $330,958 | 128 | 0.00 | 0.00 | -257 | -66.75 | 12-31-2023 |
PDS PLANNING INC | COM | 1153 | $400,260 | 127 | 0.00 | 0.00 | 3 | 2.42 | 03-31-2024 |
CRESTMONT PRIVATE WEALTH LLC | COM | 1154 | $397,108 | 126 | 0.00 | 0.00 | 16 | 14.55 | 03-31-2024 |