Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1651 | $2,052 | 15 | 0.00 | 0.00 | -2 | -11.76 | 12-31-2023 |
PSAGOT VALUE HOLDINGS LTD / (ISRAEL) | COM | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 12-31-2023 | |
CRITERION CAPITAL ADVISORS LLC | COM | 1653 | $1,991 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1654 | $1,946 | 15 | 0.00 | 0.00 | -32 | -68.09 | 06-30-2023 |