Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH GROUP LTD | COM | 1751 | $214,000 | 1,740 | 0.16 | 1,740 | +Inf | 03-31-2024 | |
FIFTH THIRD WEALTH ADVISORS LLC | COM | 1752 | $207,251 | 1,740 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VIRTUS INVESTMENT ADVISERS INC | COM | 1753 | $204,869 | 1,720 | 0.00 | 1,720 | +Inf | 12-31-2023 | |
UNIONVIEW LLC | COM | 1754 | $210,725 | 1,716 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |