Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BBVA USA | COM | 1351 | $5,000 | 42 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
MEEDER ASSET MANAGEMENT INC | COM | 1352 | $5,428 | 42 | 0.00 | 42 | +Inf | 03-31-2024 | |
SUTTON WEALTH ADVISORS INC | Stock | 1353 | $3,641 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ACTIVEST WEALTH MANAGEMENT | COM | 1354 | $5,040 | 39 | 0.00 | 39 | +Inf | 03-31-2024 |