Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSC WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 645 | +Inf | 12-31-2023 | |
AVION WEALTH | COM | 3502 | $43,000 | 631 | 0.01 | 0.02 | -275 | -30.35 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM | 3503 | $36,421 | 623 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3504 | $41,668 | 622 | 0.00 | 0.00 | -97 | -13.49 | 03-31-2024 |