Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 4,201 | +Inf | 12-31-2023 | |
MBL WEALTH LLC | COM | 1752 | $217,000 | 4,200 | 0.05 | 4,200 | +Inf | 06-30-2022 | |
TRANSFORM WEALTH LLC | COM | 1753 | $230,344 | 4,200 | 0.00 | 0.00 | 176 | 4.37 | 12-31-2023 |
STRATEGIC BLUEPRINT LLC | Stock | 1754 | $243,133 | 4,197 | 0.00 | 0.00 | 378 | 9.90 | 03-31-2024 |