Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | FOREIGN EQUITIES | 1151 | $241,636 | 3,700 | 0.00 | 3,700 | +Inf | 03-31-2024 | |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,700 | +Inf | 03-31-2024 | |
ELLENBECKER INVESTMENT GROUP | COM | 1153 | $212,000 | 3,682 | 0.05 | 3,682 | +Inf | 12-31-2023 | |
AVANTAX PLANNING PARTNERS INC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -11 | -0.30 | 12-31-2023 |