Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CATALYST WEALTH MANAGEMENT LLC | CL A | 1551 | $468,565 | 2,815 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
NEW WORLD ADVISORS LLC | CL A | 1552 | $476,327 | 2,815 | 0.00 | 0.00 | 633 | 29.01 | 03-31-2024 |
PERFROMANCE WEALTH PARTNERS LLC | CL A | 1553 | $475,710 | 2,811 | 0.00 | 0.00 | -32,844 | -92.12 | 03-31-2024 |
ABLE WEALTH MANAGEMENT LLC | Stock | 1554 | $552,160 | 2,798 | 0.00 | 2,798 | +Inf | 12-31-2023 |