Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 701 | $1,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
SYSTM WEALTH SOLUTIONS LLC | COM | 702 | $372 | 18 | 0.00 | 0.00 | -137 | -88.39 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 12-31-2023 | |
GAMMA INVESTING LLC | Common Stock | 704 | $351 | 17 | 0.00 | 0.00 | 7 | 70.00 | 03-31-2024 |