Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1751 | $19,952 | 307 | 0.00 | 307 | +Inf | 03-31-2024 | |
RED CEDAR CAPITAL LLC | Com | 1752 | $19,000 | 302 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2022 |
WESTPARK MANAGEMENT LLC | COM | 1753 | $300,000 | 300 | 0.00 | 300 | +Inf | 09-30-2022 | |
ORG PARTNERS LLC | OXY | Liquidated | $0 | 0 | 0.00 | 287 | +Inf | 03-31-2024 |