Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFE PLANNING PARTNERS INC | CMCSA | 3751 | $10,875 | 248 | 0.00 | 248 | +Inf | 12-31-2023 | |
LIFE PLANNING PARTNERS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
LIFESTEPS FINANCIAL INC | Stock | 3753 | $10,577 | 244 | 0.00 | 244 | +Inf | 03-31-2024 | |
IRON HORSE WEALTH MANAGEMENT LLC | CL A | 3754 | $10,292 | 237 | 0.00 | 0.00 | 85 | 55.92 | 03-31-2024 |