Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 351 | $24,130 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,000 | -50.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | CL A | 353 | $23,647 | 980 | 0.00 | 0.00 | 33 | 3.48 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | CL A | 354 | $61,693 | 928 | 0.00 | 928 | +Inf | 09-30-2022 |