Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSFORM WEALTH LLC | COM NEW | 251 | $211,727 | 2,472 | 0.00 | 0.00 | -350 | -12.40 | 12-31-2023 |
ROYAL BANK OF CANADA | COM NEW | 252 | $205,000 | 2,433 | 0.00 | 0.00 | -314 | -11.43 | 03-31-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM NEW | 253 | $219,420 | 2,385 | 0.00 | 0.00 | -426 | -15.15 | 03-31-2024 |
PRINCIPAL FINANCIAL GROUP INC | COM NEW | 254 | $218,040 | 2,370 | 0.00 | 2,370 | +Inf | 03-31-2024 |