Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 351 | $994,633 | 7,599 | 0.00 | 0.00 | -2,670 | -26.00 | 03-31-2024 |
ING GROEP NV | COM | 352 | $778,755 | 7,549 | 0.00 | 0.00 | 6,588 | 685.54 | 06-30-2023 |
CORIENT PRIVATE WEALTH LLC | COM | 353 | $986,912 | 7,540 | 0.00 | 0.00 | 3,058 | 68.23 | 03-31-2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 354 | $732,708 | 7,311 | 0.00 | 0.01 | 19 | 0.26 | 03-31-2023 |