Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | 3501 | $49,549 | 343 | 0.00 | 0.00 | 139 | 68.14 | 12-31-2023 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 343 | +Inf | 12-31-2023 | |
AVALON TRUST CO | COM | 3503 | $49,319 | 341 | 0.00 | 0.00 | 286 | 520.00 | 12-31-2023 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 3504 | $55,869 | 330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |