Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OGOREK ANTHONY JOSEPH /NY/ /ADV | Target Corporation | 3051 | $52,000 | 296 | 0.02 | 0.01 | 10 | 3.50 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 3052 | $41,587 | 292 | 0.00 | 292 | +Inf | 12-31-2023 | |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 3053 | $51,471 | 290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KENFARB & CO | COM | 3054 | $32,062 | 290 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |