Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM | Liquidated | $2,000 | 8 | 0.00 | 0.00 | 8 | +Inf | 03-31-2024 |
FIRST COMMAND FINANCIAL SERVICES INC | COM | 1702 | $1,500 | 8 | 0.00 | 8 | +Inf | 06-30-2023 | |
FIRST COMMAND BANK | COM | 1703 | $1,500 | 8 | 0.00 | 8 | +Inf | 06-30-2023 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 12-31-2023 |