Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM NEW | 1301 | $24,671 | 196 | 0.00 | 0.00 | -814 | -80.59 | 03-31-2024 |
ALTSHULER SHAHAM LTD | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -54 | -21.95 | 12-31-2023 |
NBC SECURITIES INC | Stock | 1303 | $23,000 | 188 | 0.00 | 0.00 | 2 | 1.08 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1304 | $23,633 | 187 | 0.00 | 187 | +Inf | 12-31-2023 |