Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1201 | $6,920 | 48 | 0.00 | 48 | +Inf | 12-31-2023 | |
ASSET DEDICATION LLC | Equities | 1202 | $7,000 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1203 | $7,328 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 1204 | $7,000 | 48 | 0.00 | 0.00 | 14 | 41.18 | 03-31-2024 |