Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF AMERICA CORP /DE/ | COM | 51 | $87,198 | 30,068 | 0.00 | 0.00 | 984 | 3.38 | 03-31-2024 |
WESTERN WEALTH MANAGEMENT LLC | COM | 52 | $90,304 | 28,220 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROYAL BANK OF CANADA | COM | 53 | $135,000 | 27,200 | 0.00 | 0.00 | -8,900 | -24.65 | 03-31-2023 |
UBS GROUP AG | COM | 54 | $71,798 | 24,758 | 0.00 | 0.00 | -2,981 | -10.75 | 03-31-2024 |