Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PURE FINANCIAL ADVISORS LLC | COM NEW | 1201 | $226,282 | 1,036 | 0.00 | 1,036 | +Inf | 03-31-2024 | |
TRUST ASSET MANAGEMENT LLC | COM NEW | 1202 | $224,795 | 1,029 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WAHED INVEST LLC | COM NEW | 1203 | $210,000 | 1,026 | 0.13 | 1,026 | +Inf | 09-30-2022 | |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1204 | $223,000 | 1,020 | 0.03 | 0.00 | 793 | 349.34 | 03-31-2024 |