Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPAGNIE LOMBARD ODIER SCMA | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 352 | $3,091 | 550 | 0.00 | 0.00 | -500 | -47.62 | 06-30-2024 |
CWM LLC | COM NEW | 353 | $2,000 | 540 | 0.00 | 0.00 | 462 | 592.31 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM NEW | 354 | $2,332 | 415 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |