Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | COM | Liquidated | $2,000 | 27 | 0.00 | 0.00 | 27 | +Inf | 06-30-2024 |
SACHETTA LLC | COM | 1552 | $1,851 | 24 | 0.00 | 0.00 | -11 | -31.43 | 06-30-2024 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 1553 | $1,525 | 23 | 0.00 | 23 | +Inf | 06-30-2024 | |
COPPELL ADVISORY SOLUTIONS LLC | Title Class | 1554 | $1,459 | 22 | 0.00 | 22 | +Inf | 06-30-2024 |