Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN PRIVATE WEALTH LLC | COM | 801 | $121,928 | 592 | 0.00 | 592 | +Inf | 12-31-2023 | |
DYNAMIC WEALTH STRATEGIES LLC | COM | 802 | $105,000 | 552 | 0.09 | 552 | +Inf | 03-31-2024 | |
TACITA CAPITAL INC | COM | 803 | $104,231 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 537 | +Inf | 03-31-2024 |