Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 901 | $18,981 | 233 | 0.00 | 233 | +Inf | 09-30-2022 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 101 | 76.52 | 12-31-2023 |
QUARRY LP | COM | 903 | $28,172 | 222 | 0.00 | 0.00 | 120 | 117.65 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 904 | $32,216 | 221 | 0.00 | 0.00 | -22 | -9.05 | 03-31-2024 |