Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COMMON | 101 | $231,700 | 98,596 | 0.00 | 0.00 | 38,465 | 63.97 | 03-31-2024 |
BALYASNY ASSET MANAGEMENT LP | COM | 102 | $83,227 | 96,451 | 0.00 | 0.00 | -279,421 | -74.34 | 09-30-2023 |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 103 | $258,255 | 95,650 | 0.00 | 0.00 | -95,650 | -50.00 | 06-30-2023 |
HIGHTOWER ADVISORS LLC | COM | 104 | $222,000 | 94,699 | 0.00 | 0.00 | -142,816 | -60.13 | 03-31-2024 |