Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUKEN INVESTMENT ANALYTICS LLC | CL A | 3651 | $25,143 | 580 | 0.00 | 0.00 | 418 | 258.02 | 03-31-2024 |
WEALTHCOLLAB LLC | CL A | 3652 | $24,951 | 569 | 0.00 | 569 | +Inf | 12-31-2023 | |
RVW WEALTH LLC | CL A | Liquidated | $0 | 0 | 0.00 | 547 | +Inf | 12-31-2023 | |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 3654 | $23,597 | 544 | 0.00 | 0.02 | -48 | -8.11 | 03-31-2024 |