Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK FRANKFURT AM MAIN | COM | 1301 | $5,002 | 34 | 0.00 | 0.00 | -556 | -94.24 | 06-30-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 03-31-2024 | |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 1304 | $5,150 | 32 | 0.00 | 32 | +Inf | 12-31-2023 |