Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORONTO DOMINION BANK | COM | 651 | $4,546 | 819 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CENTERPOINT ADVISORS LLC | COM | 652 | $4,000 | 716 | 0.00 | 0.00 | 216 | 43.20 | 12-31-2023 |
FOCUSED WEALTH MANAGEMENT INC | COM | 653 | $3,885 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ABLE WEALTH MANAGEMENT LLC | Stock | 654 | $3,164 | 570 | 0.00 | 570 | +Inf | 12-31-2023 |