Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LITTLE HOUSE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,569 | +Inf | 03-31-2024 | |
AMERITAS ADVISORY SERVICES LLC | COM | 1352 | $219,116 | 6,550 | 0.00 | 6,550 | +Inf | 03-31-2024 | |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 1353 | $214,240 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
E FUND MANAGEMENT CO LTD | Common Stock | 1354 | $212,790 | 6,456 | 0.00 | 0.02 | -515 | -7.39 | 03-31-2024 |