Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCHANGE TRADED CONCEPTS LLC | COM | 851 | $644,768 | 5,762 | 0.00 | 0.00 | -1,114 | -16.20 | 03-31-2024 |
COWEN AND COMPANY LLC | COM | 852 | $637,830 | 5,700 | 0.00 | 5,700 | +Inf | 03-31-2024 | |
HB WEALTH MANAGEMENT LLC | COM | 853 | $637,606 | 5,698 | 0.00 | 0.00 | 693 | 13.85 | 03-31-2024 |
OCTAVIA WEALTH ADVISORS LLC | COM | 854 | $637,650 | 5,673 | 0.00 | 0.00 | -434 | -7.11 | 03-31-2024 |