Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INNOVATIVE PORTFOLIOS | COM | 1451 | $377,000 | 2,761 | 0.01 | 0.02 | -194 | -6.57 | 12-31-2021 |
KATHMERE CAPITAL MANAGEMENT LLC | COM | 1452 | $338,928 | 2,760 | 0.00 | 0.00 | 148 | 5.67 | 03-31-2024 |
MATHER GROUP LLC | COM | 1453 | $326,029 | 2,737 | 0.00 | 0.00 | -415 | -13.17 | 12-31-2023 |
CYNDEO WEALTH PARTNERS LLC | COM | 1454 | $325,700 | 2,734 | 0.00 | 0.00 | 1 | 0.04 | 12-31-2023 |