Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOISAND FITZGERALD TAMAYO LLC | COM | 3901 | $4,217 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 3902 | $3,916 | 13 | 0.00 | 0.00 | 6 | 85.71 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 3903 | $3,916 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELOS WEALTH ADVISORS LLC | COM | 3904 | $3,916 | 13 | 0.00 | 0.00 | 7 | 116.67 | 03-31-2024 |