Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CI INVESTMENTS INC | COM | 501 | $9,000 | 40 | 0.00 | 0.00 | 9 | 29.03 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 502 | $8,052 | 35 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 503 | $7,453 | 31 | 0.00 | 31 | +Inf | 06-30-2023 | |
SPIRE WEALTH MANAGEMENT | COM | 504 | $7,073 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |