Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRAJAN WEALTH LLC | COM | 1201 | $570,938 | 2,175 | 0.00 | 2,175 | +Inf | 03-31-2024 | |
FIFTH THIRD WEALTH ADVISORS LLC | COM | 1202 | $489,114 | 2,175 | 0.00 | 0.00 | 204 | 10.35 | 12-31-2023 |
BOGART WEALTH LLC | Stock | 1203 | $568,838 | 2,167 | 0.00 | 0.00 | 18 | 0.84 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 1204 | $584,971 | 2,148 | 0.00 | 0.00 | -306 | -12.47 | 03-31-2024 |