Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSC WEALTH ADVISORS LLC | CL A | 2551 | $10,491 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 2552 | $10,333 | 60 | 0.00 | 60 | +Inf | 06-30-2023 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | CL A | 2553 | $11,842 | 60 | 0.00 | 60 | +Inf | 12-31-2023 | |
AVION WEALTH | CL A | 2554 | $11,000 | 60 | 0.00 | 0.00 | 3 | 5.26 | 03-31-2024 |