Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1401 | $1,378 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANCTUARY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1403 | $1,100 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVION WEALTH | COM | 1404 | $2,000 | 16 | 0.00 | 0.00 | -7 | -30.43 | 03-31-2024 |