Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 502 | $8,000 | 93 | 0.01 | 0.01 | 2 | 2.20 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM CL A | 503 | $6,445 | 76 | 0.00 | 76 | +Inf | 03-31-2024 | |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM CL A | 504 | $6,000 | 72 | 0.00 | 0.00 | 7 | 10.77 | 03-31-2024 |