Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | CL A | 1351 | $16,266 | 266 | 0.00 | 0.00 | 53 | 24.88 | 03-31-2024 |
CI INVESTMENTS INC | CL A | 1352 | $20,000 | 266 | 0.00 | 0.00 | 1 | 0.38 | 12-31-2023 |
RIVERVIEW TRUST CO | Com | Liquidated | $16,021 | 262 | 0.00 | 0.00 | 262 | +Inf | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1354 | $15,288 | 250 | 0.00 | 250 | +Inf | 03-31-2024 |