Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE WEALTH DESIGN LLC | COM | 4701 | $82,197 | 766 | 0.00 | 0.00 | -1,851 | -70.73 | 06-30-2023 |
REDMONT WEALTH ADVISORS LLC | Stock | 4702 | $88,226 | 759 | 0.00 | 759 | +Inf | 03-31-2024 | |
WEST FINANCIAL ADVISORS LLC | COM | 4703 | $86,134 | 741 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TACITA CAPITAL INC | COM | 4704 | $73,985 | 740 | 0.00 | 0.00 | -488 | -39.74 | 12-31-2023 |