Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUSTIN PRIVATE WEALTH LLC | COM | 4201 | $233,901 | 1,966 | 0.00 | 1,966 | +Inf | 03-31-2024 | |
WAGNER WEALTH MANAGEMENT LLC | COM | 4202 | $240,607 | 1,966 | 0.00 | 1,966 | +Inf | 03-31-2024 | |
ZHANG FINANCIAL LLC | COM DISNEY | 4203 | $240,559 | 1,966 | 0.00 | 1,966 | +Inf | 03-31-2024 | |
HOXTON PLANNING & MANAGEMENT LLC | COM | 4204 | $239,826 | 1,960 | 0.00 | 1,960 | +Inf | 03-31-2024 |