Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UDINE WEALTH MANAGEMENT INC | CL C | 501 | $2,633,088 | 23,075 | 0.00 | 23,075 | +Inf | 03-31-2024 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | CL C | 502 | $2,615,340 | 22,919 | 0.00 | 0.00 | 3,573 | 18.47 | 03-31-2024 |
CIBC WORLD MARKET INC | CL C | 503 | $2,613,000 | 22,899 | 0.01 | 0.00 | 8,696 | 61.23 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 504 | $1,576,000 | 22,867 | 0.01 | 0.00 | -2,557 | -10.06 | 09-30-2023 |