Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 2401 | $11,865 | 42 | 0.00 | 0.00 | -100 | -70.42 | 03-31-2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK FRANKFURT AM MAIN | COM | 2402 | $9,036 | 42 | 0.00 | 0.00 | -58 | -58.00 | 06-30-2023 |
PRIVATE OCEAN LLC | COM | 2403 | $11,865 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 2404 | $10,751 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |