Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENHOUSE WEALTH MANAGEMENT LLC | COM | 3451 | $304,830 | 6,108 | 0.00 | 0.00 | -158 | -2.52 | 03-31-2024 |
BOND & DEVICK FINANCIAL NETWORK INC | COM | 3452 | $304,850 | 6,108 | 0.00 | 6,108 | +Inf | 03-31-2024 | |
GARDE CAPITAL INC | Equities | 3453 | $308,000 | 6,106 | 0.02 | 0.02 | 746 | 13.92 | 12-31-2023 |
TOTAL INVESTMENT MANAGEMENT INC | COM | 3454 | $304,052 | 6,092 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |