Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | SHS USD | 852 | $1,446 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | SHS USD | 853 | $1,476 | 12 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | SHS USD | 854 | $2,000 | 12 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |