Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERFROMANCE WEALTH PARTNERS LLC | COM | 2651 | $373,328 | 3,541 | 0.00 | 0.00 | -144 | -3.91 | 12-31-2023 |
MONTIS FINANCIAL LLC | COM | 2652 | $444,408 | 3,538 | 0.00 | 0.00 | 400 | 12.75 | 03-31-2024 |
CONCENTRUM WEALTH MANAGEMENT | Stock | 2653 | $372,083 | 3,529 | 0.00 | 0.00 | 83 | 2.41 | 12-31-2023 |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 2654 | $372,084 | 3,529 | 0.00 | 3,529 | +Inf | 12-31-2023 |