Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | CL B | 2901 | $232,689 | 2,466 | 0.00 | 0.00 | -5 | -0.20 | 03-31-2024 |
TIEDEMANN ADVISORS LLC | CL B | 2902 | $236,284 | 2,463 | 0.00 | 0.00 | -1 | -0.04 | 09-30-2023 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | CL B | 2903 | $235,302 | 2,460 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | CL B | 2904 | $231,097 | 2,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |