Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARISTA WEALTH MANAGEMENT LLC | CL B NEW | Liquidated | $0 | 0 | 0.00 | 665 | +Inf | 03-31-2024 | |
IAMS WEALTH MANAGEMENT LLC | CL B NEW | Liquidated | $0 | 0 | 0.00 | 663 | +Inf | 03-31-2024 | |
O'BRIEN WEALTH PARTNERS LLC | CL B NEW | 5003 | $278,805 | 663 | 0.00 | 0.00 | -82 | -11.01 | 03-31-2024 |
WEALTHCARE CAPITAL MANAGEMENT LLC | CL B NEW | 5004 | $278,384 | 662 | 0.00 | 0.00 | -151 | -18.57 | 03-31-2024 |