Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIDWEST PROFESSIONAL PLANNERS LTD | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 7,488 | +Inf | 12-31-2023 | |
CHAPIN DAVIS INC | UNIT SER 1 | 1952 | $1,732,552 | 7,483 | 0.00 | 0.00 | 3,604 | 92.91 | 12-31-2023 |
ESSEX SAVINGS BANK | EXCHANGE TRADED FDS-EQUITY | 1953 | $3,052,061 | 7,453 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTEGER WEALTH ADVISORS GROUP LLC | UNIT SER 1 | 1954 | $2,501,000 | 7,418 | 1.36 | 7,418 | +Inf | 03-31-2021 |