Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 901 | $30,813 | 275 | 0.00 | 0.00 | 264 | 2400.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 251 | 1045.83 | 12-31-2023 |
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -641 | -70.59 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 904 | $29,280 | 261 | 0.00 | 0.00 | 135 | 107.14 | 03-31-2024 |