Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | Liquidated | $0 | 0 | 0.00 | 324 | +Inf | 03-31-2024 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 454 | $8,895 | 300 | 0.00 | 0.00 | 265 | 757.14 | 12-31-2023 |