Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MYCIO WEALTH PARTNERS LLC | SHS | 851 | $10,794 | 605 | 0.00 | 0.00 | -83 | -12.06 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | SHS | 852 | $8,000 | 600 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
UMB BANK NA | SHS | 853 | $9,838 | 593 | 0.00 | 0.00 | 18 | 3.13 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | SHS | Liquidated | $0 | 0 | 0.00 | 585 | +Inf | 12-31-2023 |