Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDE WEALTH LLC | COM | 2151 | $2,421,423 | 20,831 | 0.00 | 0.00 | 446 | 2.19 | 03-31-2024 |
RESOLUTE WEALTH STRATEGIES LLC | Stock | 2152 | $2,420,747 | 20,825 | 0.00 | 0.00 | -517 | -2.42 | 03-31-2024 |
MONTEREY PRIVATE WEALTH INC | COM | 2153 | $2,418,326 | 20,805 | 0.00 | 0.00 | -1,536 | -6.88 | 03-31-2024 |
GRASSI INVESTMENT MANAGEMENT | COM | 2154 | $2,418,000 | 20,800 | 0.22 | 0.22 | 0 | 0.00 | 03-31-2024 |