Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OGOREK ANTHONY JOSEPH /NY/ /ADV | The Kraft Heinz Co | 1901 | $1,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALUED WEALTH ADVISORS LLC | COM | 1902 | $1,292 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
M&R CAPITAL MANAGEMENT INC | Stock | 1903 | $1,218 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1904 | $1,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |