Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVELSBERGER FINANCIAL ADVISORY | COM | 3601 | $9,601 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
NVERSES CAPITAL LLC | COM | 3602 | $9,139 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
KEENER FINANCIAL PLANNING LLC | COM | 3603 | $10,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
FRIEDENTHAL FINANCIAL | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 |