Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PBMARES WEALTH MANAGEMENT LLC | COM | 1901 | $244,090 | 940 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INSCRIPTION CAPITAL LLC | COM | 1902 | $271,120 | 939 | 0.00 | 939 | +Inf | 03-31-2024 | |
CRA FINANCIAL SERVICES LLC | COM | 1903 | $264,693 | 937 | 0.00 | 0.00 | 15 | 1.63 | 03-31-2024 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | COM | 1904 | $243,356 | 937 | 0.00 | 0.00 | 2 | 0.21 | 12-31-2023 |