Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TATRO CAPITAL LLC | COM | 6051 | $413,000 | 1,339 | 0.31 | 0.34 | -50 | -3.60 | 03-31-2022 |
MONTVUE CAPITAL MANAGEMENT INC | COM | 6052 | $562,503 | 1,337 | 0.00 | 1,337 | +Inf | 03-31-2024 | |
TREYBOURNE WEALTH PLANNERS INC | COM | 6053 | $362,000 | 1,336 | 0.22 | 0.21 | 28 | 2.14 | 06-30-2021 |
DISCIPLINED INVESTMENTS LLC | COM | 6054 | $561,661 | 1,335 | 0.00 | 0.00 | -725 | -35.19 | 03-31-2024 |