Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 201 | $7,000 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 202 | $5,937 | 262 | 0.00 | 0.00 | -311 | -54.28 | 12-31-2023 |
BARRETT & COMPANY INC | COM | 203 | $5,892 | 260 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 204 | $11,000 | 249 | 0.00 | 249 | +Inf | 06-30-2021 |