Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1801 | $90,499 | 1,170 | 0.00 | 0.00 | -519 | -30.73 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -155 | -11.90 | 03-31-2024 |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1803 | $96,556 | 1,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 1804 | $50,279 | 1,136 | 0.00 | 0.00 | -28 | -2.41 | 09-30-2023 |