Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRITERION CAPITAL ADVISORS LLC | COM | 1801 | $794,066 | 3,178 | 0.00 | 0.00 | 134 | 4.40 | 06-30-2024 |
RAMIREZ ASSET MANAGEMENT INC | COM | 1802 | $793,274 | 3,175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
VCI WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,156 | +Inf | 06-30-2024 | |
CENTER FOR FINANCIAL PLANNING INC | COM | 1804 | $787,278 | 3,151 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |