Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 451 | $20,554 | 564 | 0.00 | 564 | +Inf | 03-31-2024 | |
SOUND INCOME STRATEGIES LLC | COM | 452 | $20,261 | 556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 453 | $18,803 | 516 | 0.00 | 0.00 | 66 | 14.67 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |