Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLE WEALTH MANAGEMENT LLC | Stock | 2801 | $29,726 | 737 | 0.00 | 737 | +Inf | 12-31-2023 | |
ASSET DEDICATION LLC | Equities | 2802 | $32,000 | 721 | 0.00 | 0.00 | 227 | 45.95 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 2803 | $31,133 | 714 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 2804 | $30,883 | 708 | 0.00 | 0.00 | -280 | -28.34 | 03-31-2024 |