Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL MARKET STRATEGIES LLC | COM | 2252 | $686,692 | 3,596 | 0.00 | 3,596 | +Inf | 03-31-2024 | |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM | 2253 | $686,219 | 3,594 | 0.00 | 0.00 | -1,737 | -32.58 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 2254 | $684,557 | 3,584 | 0.00 | 0.16 | 666 | 22.82 | 03-31-2024 |