Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | CL B | 2251 | $11,238 | 239 | 0.00 | 0.00 | 134 | 127.62 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | CL B | 2253 | $11,050 | 235 | 0.00 | 235 | +Inf | 03-31-2024 | |
PITTENGER & ANDERSON INC | CL B | 2254 | $11,050 | 235 | 0.00 | 0.00 | 124 | 111.71 | 03-31-2024 |