Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 701 | $3,354 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COPPELL ADVISORY SOLUTIONS LLC | Title Class | 702 | $3,252 | 32 | 0.00 | 32 | +Inf | 06-30-2024 | |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 703 | $3,252 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COPPELL ADVISORY SOLUTIONS LLC | CFR | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 06-30-2024 |