Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | COM | 1751 | $510,760 | 5,429 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEDEL FINANCIAL CONSULTING INC | COM | 1752 | $502,617 | 5,429 | 0.00 | 5,429 | +Inf | 09-30-2023 | |
ETF STORE INC | COM | 1753 | $496,962 | 5,424 | 0.00 | 0.00 | 276 | 5.36 | 03-31-2024 |
KOLINSKY WEALTH MANAGEMENT LLC | COM | 1754 | $529,675 | 5,422 | 0.00 | 0.53 | 308 | 6.02 | 06-30-2023 |