Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 401 | $1,155 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 403 | $1,075 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 53 | +Inf | 03-31-2024 |