Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIN OAK INVESTMENT ADVISORS INC | COM | 1201 | $5,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
JFS WEALTH ADVISORS LLC | COM | 1202 | $4,757 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 79 | 790.00 | 12-31-2023 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1204 | $4,498 | 87 | 0.00 | 87 | +Inf | 03-31-2024 |