Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIUS GROUP LLC | COM | 951 | $325,498 | 1,837 | 0.00 | 0.00 | -191 | -9.42 | 03-31-2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | COM | 952 | $325,321 | 1,836 | 0.00 | 1,836 | +Inf | 03-31-2024 | |
LUMATURE WEALTH PARTNERS LLC | COM | 953 | $270,642 | 1,833 | 0.00 | 0.00 | -20 | -1.08 | 06-30-2023 |
MOODY NATIONAL BANK TRUST DIVISION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |