Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGAL INVESTMENT ADVISORS LLC | COM | 2501 | $591,026 | 2,246 | 0.00 | 0.00 | 71 | 3.26 | 12-31-2023 |
CUSTOM INDEX SYSTEMS LLC | COM | 2502 | $590,748 | 2,245 | 0.00 | 2,245 | +Inf | 12-31-2023 | |
IVC WEALTH ADVISORS LLC | COM | 2503 | $676,149 | 2,245 | 0.00 | 0.00 | -47 | -2.05 | 03-31-2024 |
NEW WORLD ADVISORS LLC | COM | 2504 | $675,246 | 2,242 | 0.00 | 0.00 | -3 | -0.13 | 03-31-2024 |