Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNDEO WEALTH PARTNERS LLC | COM | 2501 | $304,547 | 3,857 | 0.00 | 0.00 | 31 | 0.81 | 12-31-2023 |
INTRACK INVESTMENT MANAGEMENT INC | COM | 2502 | $307,618 | 3,857 | 0.00 | 0.00 | 13 | 0.34 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 2503 | $307,153 | 3,851 | 0.00 | 0.00 | -622 | -13.91 | 03-31-2024 |
OLYMPIAD RESEARCH LP | COM | Liquidated | $0 | 0 | 0.00 | 3,844 | +Inf | 12-31-2023 |