Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWP FINANCIAL LLC | CL B NEW | 5051 | $262,825 | 625 | 0.00 | 625 | +Inf | 03-31-2024 | |
SPECTRUM WEALTH ADVISORY GROUP LLC | CL B NEW | 5052 | $262,826 | 625 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTERN FINANCIAL CORP/CA | CL B NEW | 5053 | $262,404 | 624 | 0.00 | 624 | +Inf | 03-31-2024 | |
RESTON WEALTH MANAGEMENT LLC | CL B NEW | 5054 | $262,404 | 624 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |