Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUWEALTH ADVISORS LLC | COM | 1551 | $263,840 | 1,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WAMBOLT & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.09 | 1,522 | +Inf | 12-31-2023 | |
ALASKA PERMANENT FUND CORP | COM | 1553 | $262,630 | 1,518 | 0.00 | 0.00 | 1,076 | 243.44 | 03-31-2024 |
WADE G W & INC | COM | 1554 | $212,000 | 1,516 | 0.01 | 1,516 | +Inf | 12-31-2023 |