Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 301 | $419,238 | 5,070 | 0.00 | 0.00 | 3,147 | 163.65 | 03-31-2024 |
CERTIFIED ADVISORY CORP | Stock | 302 | $443,105 | 5,033 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EA SERIES TRUST | COM | 303 | $460,627 | 4,936 | 0.00 | 4,936 | +Inf | 06-30-2023 | |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 304 | $457,735 | 4,905 | 0.00 | 0.00 | 34 | 0.70 | 06-30-2023 |