Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FDX ADVISORS INC | Common Stock | 1151 | $249,000 | 913 | 0.02 | 0.06 | -2,788 | -75.33 | 09-30-2023 |
COHEN & STEERS INC | COM | 1152 | $260,000 | 887 | 0.00 | 0.00 | 122 | 15.95 | 06-30-2023 |
NWAM LLC | COM NEW | 1153 | $277,011 | 885 | 0.00 | 0.02 | -55 | -5.85 | 12-31-2023 |
PERFROMANCE WEALTH PARTNERS LLC | COM NEW | 1154 | $313,802 | 884 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |