Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXQ CAPITAL LP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,100 | -47.73 | 12-31-2023 |
44 WEALTH MANAGEMENT LLC | COM NEW | 502 | $329,447 | 2,295 | 0.00 | 2,295 | +Inf | 06-30-2023 | |
BELL & BROWN WEALTH ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -0.86 | 12-31-2023 |
AVIVA PLC | COM NEW | 504 | $326,560 | 2,254 | 0.00 | 0.00 | -18 | -0.79 | 03-31-2024 |