Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | 2251 | $252,195 | 388 | 0.00 | 0.00 | 27 | 7.48 | 03-31-2024 |
DELAP WEALTH ADVISORY LLC | COM | 2252 | $251,550 | 387 | 0.00 | 387 | +Inf | 03-31-2024 | |
RED WAVE INVESTMENTS LLC | COM | 2253 | $251,550 | 387 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANGELES WEALTH MANAGEMENT LLC | COM | 2254 | $250,900 | 386 | 0.00 | 386 | +Inf | 03-31-2024 |