Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 351 | $2,736 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
US BANCORP \DE\ | COM CL A | 352 | $2,782 | 296 | 0.00 | 0.00 | -894 | -75.13 | 12-31-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM CL A | 353 | $2,491 | 265 | 0.00 | 265 | +Inf | 12-31-2023 | |
PRINCIPAL SECURITIES INC | COM CL A | 354 | $2,280 | 250 | 0.00 | 0.00 | -25 | -9.09 | 03-31-2024 |