Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTA WEALTH ADVISORS LLC | CL A | 2751 | $3,227,280 | 6,646 | 0.00 | 0.00 | -4 | -0.06 | 03-31-2024 |
BLUE TRUST INC | CL A | 2752 | $3,217,493 | 6,626 | 0.00 | 0.03 | 1,083 | 19.54 | 03-31-2024 |
PITTI GROUP WEALTH MANAGEMENT LLC | CL A | 2753 | $3,465,961 | 6,625 | 0.00 | 0.00 | -344 | -4.94 | 03-31-2024 |
GRANITE HARBOR ADVISORS INC | CL A | 2754 | $3,214,540 | 6,620 | 0.00 | 0.00 | -192 | -2.82 | 03-31-2024 |