Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 1351 | $443 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1352 | $0 | 3 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
LIFE PLANNING PARTNERS INC | WAB | 1353 | $254 | 2 | 0.00 | 2 | +Inf | 12-31-2023 | |
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |