Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PIERSHALE FINANCIAL GROUP INC | COM | 1452 | $5,248 | 56 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
QUENT CAPITAL LLC | Stock | 1453 | $5,299 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1454 | $5,092 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |