Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 751 | $23,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREDIT AGRICOLE S A | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 | |
TRUST CO OF VERMONT | Com | 753 | $22,202 | 190 | 0.00 | 0.00 | -190 | -50.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 754 | $19,731 | 186 | 0.00 | 186 | +Inf | 06-30-2023 |