Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALKNER CONDON FINANCIAL ADVISORS LLC | COM | 1551 | $220,135 | 1,590 | 0.00 | 1,590 | +Inf | 06-30-2024 | |
HUMANKIND INVESTMENTS LLC | COM | 1552 | $219,997 | 1,589 | 0.00 | 1,589 | +Inf | 06-30-2024 | |
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC | COM | 1553 | $219,582 | 1,586 | 0.00 | 0.00 | -158 | -9.06 | 06-30-2024 |
MONEY CONCEPTS CAPITAL CORP | COM | 1554 | $219,524 | 1,586 | 0.00 | 0.00 | -41 | -2.52 | 06-30-2024 |