Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QP WEALTH MANAGEMENT LLC | COM | 2351 | $1,362,923 | 8,522 | 0.00 | 0.00 | -2,045 | -19.35 | 09-30-2023 |
BELL BANK | COM | 2352 | $512,408 | 8,516 | 0.00 | 0.00 | 5,742 | 206.99 | 03-31-2024 |
TLWM | COM | 2353 | $1,339,085 | 8,494 | 0.00 | 0.00 | 32 | 0.38 | 12-31-2023 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 2354 | $510,422 | 8,483 | 0.00 | 0.00 | 5,739 | 209.15 | 03-31-2024 |