Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALUMBO WEALTH MANAGEMENT LLC | COM | 2051 | $254,397 | 3,546 | 0.00 | 0.00 | -163 | -4.39 | 03-31-2024 |
COUNTRY TRUST BANK | COMMON STOCK | 2052 | $248,225 | 3,540 | 0.00 | 0.00 | -574 | -13.95 | 12-31-2023 |
DESTINY WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,020 | -22.47 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 2054 | $251,736 | 3,509 | 0.00 | 3,509 | +Inf | 03-31-2024 |