Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 12-31-2023 | |
SOA WEALTH ADVISORS LLC | Stock | 1402 | $2,663 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 1403 | $2,663 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1404 | $2,458 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |