Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 1451 | $166,678 | 2,210 | 0.00 | 0.00 | 146 | 7.07 | 09-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1452 | $138,370 | 2,203 | 0.00 | 0.00 | -201 | -8.36 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 1453 | $138,245 | 2,201 | 0.00 | 0.00 | -764 | -25.77 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1454 | $135,878 | 2,163 | 0.00 | 0.00 | -79 | -3.52 | 03-31-2024 |