Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEIRCE CAPITAL MANAGEMENT LLC | COM | 5701 | $215,554 | 1,195 | 0.00 | 1,195 | +Inf | 03-31-2024 | |
CADENCE WEALTH MANAGEMENT LLC | COM | 5702 | $214,014 | 1,186 | 0.00 | 1,186 | +Inf | 03-31-2024 | |
SIMPLIFY ASSET MANAGEMENT INC | COM | 5703 | $213,750 | 1,185 | 0.00 | 1,185 | +Inf | 03-31-2024 | |
LEADING EDGE FINANCIAL PLANNING LLC | COM | 5704 | $213,570 | 1,184 | 0.00 | 0.00 | -1,502 | -55.92 | 03-31-2024 |