Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMON QUICK ADVISORS LLC | COM | 651 | $307,937 | 6,655 | 0.00 | 0.00 | -830 | -11.09 | 03-31-2024 |
MORAN WEALTH MANAGEMENT LLC | COM | 652 | $307,696 | 6,650 | 0.00 | 6,650 | +Inf | 03-31-2024 | |
PRIVATE ADVISOR GROUP LLC | COM | 653 | $305,542 | 6,604 | 0.00 | 0.00 | 918 | 16.14 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 654 | $303,300 | 6,555 | 0.00 | 6,555 | +Inf | 03-31-2024 |