Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVY WEALTH MANAGEMENT GROUP LLC | COM | 2551 | $1,905,058 | 12,154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHE LLC | JNJ | Liquidated | $1,922,000 | 12,153 | 0.89 | 1.26 | 12,153 | +Inf | 03-31-2024 |
CFO4LIFE LP | COM | 2553 | $2,139,551 | 12,112 | 0.00 | 12,112 | +Inf | 12-31-2022 | |
CLIFTONLARSONALLEN WEALTH ADVISORS LLC | COM | 2554 | $1,895,031 | 12,090 | 0.00 | 12,090 | +Inf | 12-31-2023 |