Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT LEVEL PRIVATE LLC | COM | 4451 | $207,031 | 1,276 | 0.00 | 1,276 | +Inf | 03-31-2024 | |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 4452 | $186,577 | 1,273 | 0.00 | 0.00 | -1,000 | -43.99 | 12-31-2023 |
BETTERWEALTH LLC | COM | 4453 | $205,547 | 1,267 | 0.00 | 1,267 | +Inf | 03-31-2024 | |
PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 4454 | $205,424 | 1,266 | 0.00 | 1,266 | +Inf | 03-31-2024 |