Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 851 | $4,310,925 | 9,477 | 0.00 | 0.00 | -796 | -7.75 | 03-31-2024 |
TIAA FSB | Common / Ordinary Stock | 852 | $4,356,576 | 9,463 | 0.00 | 0.00 | -142 | -1.48 | 06-30-2023 |
GLASS WEALTH MANAGEMENT CO LLC | COM | 853 | $4,303,525 | 9,461 | 0.00 | 9,461 | +Inf | 03-31-2024 | |
ASCENT GROUP LLC | COM | 854 | $4,303,525 | 9,461 | 0.00 | 0.00 | -524 | -5.25 | 03-31-2024 |