Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLINGTON WEALTH STRATEGIES LLC | COM | 2101 | $423,722 | 5,144 | 0.00 | 5,144 | +Inf | 12-31-2023 | |
ELLEVEST INC | SHS | 2102 | $423,268 | 5,138 | 0.00 | 0.00 | -1,326 | -20.51 | 12-31-2023 |
CAHILL FINANCIAL ADVISORS INC | Stock | 2103 | $452,216 | 5,133 | 0.00 | 0.09 | -400 | -7.23 | 06-30-2023 |
GIRARD PARTNERS LTD | Stock | 2104 | $421,830 | 5,120 | 0.00 | 0.00 | -4,279 | -45.53 | 12-31-2023 |