Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC FINANCIAL CONCEPTS LLC | COM NEW | 2251 | $269,026 | 4,254 | 0.00 | 4,254 | +Inf | 03-31-2024 | |
ZULLO INVESTMENT GROUP INC | COM NEW | 2252 | $218,709 | 4,251 | 0.00 | 4,251 | +Inf | 12-31-2023 | |
LIFESTYLE ASSET MANAGEMENT INC | COM NEW | 2253 | $268,707 | 4,249 | 0.00 | 0.00 | -751 | -15.02 | 03-31-2024 |
MEEDER ASSET MANAGEMENT INC | COM NEW | 2254 | $268,643 | 4,248 | 0.00 | 4,248 | +Inf | 03-31-2024 |