Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VCI WEALTH MANAGEMENT LLC | COM | 4351 | $245,627 | 2,457 | 0.00 | 2,457 | +Inf | 12-31-2023 | |
WEST CHESTER CAPITAL ADVISORS INC | COM | 4352 | $288,894 | 2,457 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
UNIQUE WEALTH LLC | COM | 4353 | $284,953 | 2,451 | 0.00 | 0.00 | -230 | -8.58 | 03-31-2024 |
AXIM PLANNING & WEALTH | COM | 4354 | $284,672 | 2,449 | 0.00 | 0.00 | 39 | 1.62 | 03-31-2024 |