Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1701 | $3,532 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SECURITY NATIONAL BANK | COM | 1702 | $3,532 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 1703 | $3,357 | 115 | 0.00 | 0.00 | 6 | 5.50 | 03-31-2024 |
MEEDER ASSET MANAGEMENT INC | COM | Liquidated | $3,269 | 112 | 0.00 | 0.00 | 112 | +Inf | 03-31-2024 |