Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRILOGY CAPITAL INC | COM | 2351 | $279,459 | 1,119 | 0.00 | 1,119 | +Inf | 03-31-2024 | |
DANIELS&TANSEYLLP | EXCHANGE TRADED FUNDS | 2352 | $224,114 | 1,117 | 0.00 | 1,117 | +Inf | 09-30-2023 | |
OUTLOOK WEALTH ADVISORS LLC | COM | 2353 | $278,717 | 1,116 | 0.00 | 0.00 | 245 | 28.13 | 03-31-2024 |
MADRONA FINANCIAL SERVICES LLC | COM | 2354 | $278,710 | 1,116 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |