Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | CL B | 1751 | $1,021,825 | 10,871 | 0.00 | 0.00 | 7,161 | 193.02 | 03-31-2024 |
TBH GLOBAL ASSET MANAGEMENT LLC | CL B | 1752 | $1,180,130 | 10,870 | 0.00 | 0.00 | -1,127 | -9.39 | 12-31-2023 |
LAKE STREET ADVISORS GROUP LLC | CL B | 1753 | $1,024,999 | 10,863 | 0.00 | 0.13 | -6,056 | -35.79 | 03-31-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | Stock | 1754 | $1,020,200 | 10,856 | 0.00 | 10,856 | +Inf | 03-31-2024 |