Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 239 | 113.81 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 1252 | $31,175 | 426 | 0.00 | 426 | +Inf | 06-30-2023 | |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1253 | $32,085 | 412 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1254 | $25,000 | 406 | 0.00 | 406 | +Inf | 09-30-2022 |